Geneos Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$139K	Buy	1,248 +185	+17%	+$21.2K	﹤0.01%	1076
2025 Q4	$119K	Hold	1,063	–	–	﹤0.01%	1095
2025 Q3	$116K	Buy	1,063 +426	+67%	+$44.7K	﹤0.01%	1075
2025 Q2	$64.2K	Sell	637 -18,874	-97%	-$1.77M	﹤0.01%	1443
2025 Q1	$1.8M	Buy	19,511 +7,679	+65%	+$748K	0.03%	516
2024 Q4	$1.15M	Sell	11,832 -6,261	-35%	-$615K	0.04%	387
2024 Q3	$1.72M	Sell	18,093 -370	-2%	-$34K	0.07%	307
2024 Q2	$1.67M	Sell	18,463 -9,089	-33%	-$803K	0.07%	281
2024 Q1	$2.47M	Sell	27,552 -2,303	-8%	-$194K	0.11%	217
2023 Q4	$2.43M	Sell	29,855 -3,450	-10%	-$261K	0.12%	202
2023 Q3	$2.44M	Buy	33,305 +440	+1%	+$33.4K	0.13%	185
2023 Q2	$2.47M	Buy	32,865 +196	+0.6%	+$14K	0.13%	181
2023 Q1	$2.32M	Buy	+32,669	New	+$2.31M	0.14%	174

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Geneos Wealth Management's AVUS Position: Q1 2026 in Review

Geneos Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 17% in Q1 2026, buying an estimated $21.2K and bringing the position to 1,248 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Geneos Wealth Management first reported a position in AVUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.47M in Q2 2023. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Geneos Wealth Management held 1,248 shares of Avantis US Equity ETF worth $139K as of Q1 2026.
Geneos Wealth Management bought 185 Avantis US Equity ETF shares in Q1 2026, an estimated $21.2K.
Avantis US Equity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1076 holding.
Geneos Wealth Management first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 13 quarters since.
Geneos Wealth Management's Avantis US Equity ETF position peaked at $2.47M in Q2 2023.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.