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Geneos Wealth Management’s Anavex Life Sciences AVXL Stock Holding History

Geneos Wealth Management’s Portfolio AVXL Stock Details AVXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$125K Sell
48,100
-500
-1% -$1.48K ﹤0.01% 1146
2026
Q1 		$149K Buy
48,600
+400
+0.8% +$1.73K ﹤0.01% 1053
2025
Q4 		$172K Buy
48,200
+5,800
+14% +$35.5K ﹤0.01% 969
2025
Q3 		$377K Sell
42,400
-2,650
-6% -$26.9K 0.01% 728
2025
Q2 		$415K Buy
45,050
+100
+0.2% +$854 0.01% 767
2025
Q1 		$386K Sell
44,950
-8,825
-16% -$83.3K 0.01% 711
2024
Q4 		$578K Sell
53,775
-14,450
-21% -$111K 0.02% 549
2024
Q3 		$388K Sell
68,225
-21,500
-24% -$124K 0.01% 614
2024
Q2 		$379K Buy
89,725
+15,325
+21% +$62K 0.02% 561
2024
Q1 		$379K Buy
74,400
+6,800
+10% +$38.3K 0.02% 555
2023
Q4 		$629K Buy
67,600
+25,500
+61% +$176K 0.03% 419
2023
Q3 		$276K Hold
42,100
– – 0.01% 598
2023
Q2 		$342K Hold
42,100
– – 0.02% 552
2023
Q1 		$361K Buy
42,100
+2,000
+5% +$20K 0.02% 508
2022
Q4 		$371K Buy
40,100
+6,600
+20% +$70.5K 0.02% 478
2022
Q3 		$345K Sell
33,500
-5,300
-14% -$55.9K 0.02% 467
2022
Q2 		$399K Buy
38,800
+7,150
+23% +$67.7K 0.02% 558
2022
Q1 		$389K Buy
31,650
+9,200
+41% +$113K 0.02% 607
2021
Q4 		$389K Hold
22,450
– – 0.01% 658
2021
Q3 		$402K Buy
22,450
+950
+4% +$18.9K 0.02% 631
2021
Q2 		$528K Sell
21,500
-4,000
-16% -$59.2K 0.02% 549
2021
Q1 		$308K Buy
25,500
+1,000
+4% +$10.9K 0.01% 785
2020
Q4 		$366K Buy
24,500
+500
+2% +$2.63K 0.01% 629
2020
Q3 		$92K Buy
24,000
+10,000
+71% +$43K ﹤0.01% 976
2020
Q2 		$71K Hold
14,000
– – ﹤0.01% 1064
2020
Q1 		$40K Hold
14,000
– – ﹤0.01% 1206
2019
Q4 		$35K Hold
14,000
– – ﹤0.01% 1430
2019
Q3 		$46K Hold
14,000
– – ﹤0.01% 1219
2019
Q2 		$47K Hold
14,000
– – ﹤0.01% 1218
2019
Q1 		$42K Hold
14,000
– – ﹤0.01% 1224
2018
Q4 		$21K Hold
14,000
– – ﹤0.01% 1473
2018
Q3 		$38K Buy
+14,000
New +$39.5K ﹤0.01% 1293

Other funds holding AVXL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Geneos Wealth Management reduced its Anavex Life Sciences (AVXL) stake by 1% in Q2 2026, selling an estimated $1.48K and leaving 48,100 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Geneos Wealth Management first reported a position in AVXL in Q3 2018 and has held it in 32 quarters since. The position peaked at $629K in Q4 2023. 180 funds tracked by Wall St. Rank hold AVXL as of Q2 2026.

  • Geneos Wealth Management held 48,100 shares of Anavex Life Sciences worth $125K as of Q2 2026.
  • Geneos Wealth Management sold 500 Anavex Life Sciences shares in Q2 2026, an estimated $1.48K.
  • Anavex Life Sciences made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1146 holding.
  • Geneos Wealth Management first reported a position in Anavex Life Sciences in Q3 2018 and has held it in 32 quarters since.
  • Geneos Wealth Management's Anavex Life Sciences position peaked at $629K in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q2 2026.

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