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 Q2	$160K	Hold	1,248	–	–	﹤0.01%	1072
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 -5,582	-90%	-$523K	﹤0.01%	1443
2025 Q1	$575K	Sell	6,219 -5,613	-47%	-$547K	0.02%	582
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 $17.8B AUM 24.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ORL

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Geneos Wealth Management's AVUS Position: Q2 2026 in Review

Geneos Wealth Management held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 1,248 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Geneos Wealth Management first reported a position in AVUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.47M in Q2 2023. 585 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Geneos Wealth Management held 1,248 shares of Avantis US Equity ETF worth $160K as of Q2 2026.
Geneos Wealth Management left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1072 holding.
Geneos Wealth Management first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 14 quarters since.
Geneos Wealth Management's Avantis US Equity ETF position peaked at $2.47M in Q2 2023.
585 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.