Geneos Wealth Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Geneos Wealth Management’s Portfolio AVIG Stock Details AVIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$52.4K	Buy	1,331 +14	+1%	+$569	﹤0.01%	1661
2026 Q2	$54.5K	Sell	1,317 -1,136	-46%	-$47.1K	﹤0.01%	1428
2026 Q1	$102K	Buy	2,453 +17	+0.7%	+$713	﹤0.01%	1166
2025 Q4	$102K	Sell	2,436 -1,704	-41%	-$71.7K	﹤0.01%	1142
2025 Q3	$174K	Buy	+4,140	New	+$172K	﹤0.01%	945

Other funds holding AVIG

Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Echo Wealth Management Plymouth, Minnesota $204M AUM 7.55% 1-Year Est. Return

BCR Wealth Strategies Vestavia, Alabama $356M AUM 9.37% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $1.27B AUM 14.86% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Geneos Wealth Management's AVIG Position: Q3 2026 in Review

Geneos Wealth Management increased its Avantis Core Fixed Income ETF (AVIG) stake by 1.1% in Q3 2026, buying an estimated $569 and bringing the position to 1,331 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Geneos Wealth Management first reported a position in AVIG in Q3 2025 and has held it in 5 quarters since. The position peaked at $174K in Q3 2025. 132 funds tracked by Wall St. Rank hold AVIG as of Q3 2026.

Geneos Wealth Management held 1,331 shares of Avantis Core Fixed Income ETF worth $52.4K as of Q3 2026.
Geneos Wealth Management bought 14 Avantis Core Fixed Income ETF shares in Q3 2026, an estimated $569.
Avantis Core Fixed Income ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1661 holding.
Geneos Wealth Management first reported a position in Avantis Core Fixed Income ETF in Q3 2025 and has held it in 5 quarters since.
Geneos Wealth Management's Avantis Core Fixed Income ETF position peaked at $174K in Q3 2025.
132 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.