GWM
AVNS

Geneos Wealth Management’s Avanos Medical AVNS Stock Holding History

Geneos Wealth Management’s Portfolio AVNS Stock Details AVNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-25
Closed -$639 – 2096
2023
Q2 		$639 Hold
25
– – ﹤0.01% 2051
2023
Q1 		$744 Hold
25
– – ﹤0.01% 2022
2022
Q4 		$677 Hold
25
– – ﹤0.01% 1999
2022
Q3 		$0 Sell
25
-631
-96% -$16.5K ﹤0.01% 2040
2022
Q2 		$18K Hold
656
– – ﹤0.01% 1720
2022
Q1 		$21K Sell
656
-207
-24% -$6.67K ﹤0.01% 1774
2021
Q4 		$29K Sell
863
-6
-0.7% -$194 ﹤0.01% 1702
2021
Q3 		$27K Sell
869
-225
-21% -$7.63K ﹤0.01% 1764
2021
Q2 		$39K Sell
1,094
-101
-8% -$4.18K ﹤0.01% 1598
2021
Q1 		$51K Sell
1,195
-200
-14% -$9.39K ﹤0.01% 1618
2020
Q4 		$57K Buy
1,395
+182
+15% +$7.58K ﹤0.01% 1392
2020
Q3 		$41K Sell
1,213
-25
-2% -$799 ﹤0.01% 1336
2020
Q2 		$33K Hold
1,238
– – ﹤0.01% 1397
2020
Q1 		$31K Hold
1,238
– – ﹤0.01% 1319
2019
Q4 		$41K Sell
1,238
-18
-1% -$652 ﹤0.01% 1349
2019
Q3 		$47K Sell
1,256
-44
-3% -$1.68K ﹤0.01% 1209
2019
Q2 		$56K Sell
1,300
-25
-2% -$1.07K ﹤0.01% 1122
2019
Q1 		$56K Sell
1,325
-12
-0.9% -$537 ﹤0.01% 1086
2018
Q4 		$57K Hold
1,337
– – ﹤0.01% 1032
2018
Q3 		$91K Buy
+1,337
New +$86K 0.01% 920

Other funds holding AVNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's AVNS Position: Q3 2023 in Review

Geneos Wealth Management sold out of Avanos Medical (AVNS) in Q3 2023, closing a stake of 25 shares — an estimated $639 sold.

Geneos Wealth Management first reported a position in AVNS in Q3 2018 and held it in 20 quarters. The position peaked at $91K in Q3 2018. 260 funds tracked by Wall St. Rank hold AVNS as of Q3 2023.

  • Geneos Wealth Management reported no remaining Avanos Medical position as of Q3 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 25 Avanos Medical shares in Q3 2023, an estimated $639.
  • Geneos Wealth Management first reported a position in Avanos Medical in Q3 2018 and held it in 20 quarters.
  • Geneos Wealth Management's Avanos Medical position peaked at $91K in Q3 2018.
  • 260 funds tracked by Wall St. Rank held Avanos Medical as of Q3 2023.

Based on Geneos Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.