Geode Capital Management
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Geode Capital Management’s Avalo Therapeutics AVTX Stock Holding History

Geode Capital Management’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.54M Buy
169,889
+3,737
+2% +$58.4K ﹤0.01% 3038
2025
Q4 		$3.02M Buy
166,152
+61,963
+59% +$1.05M ﹤0.01% 3005
2025
Q3 		$1.33M Sell
104,189
-6,271
-6% -$53.9K ﹤0.01% 3304
2025
Q2 		$552K Buy
110,460
+2,648
+2% +$12.4K ﹤0.01% 3526
2025
Q1 		$864K Buy
107,812
+2,959
+3% +$22.4K ﹤0.01% 3353
2024
Q4 		$779K Buy
104,853
+94,742
+937% +$1.01M ﹤0.01% 3453
2024
Q3 		$95.6K Buy
+10,111
New +$104K ﹤0.01% 4116
2023
Q4 		– Sell
-556
Closed -$16.1K – 4656
2023
Q3 		$16.1K Buy
556
+219
+65% +$9.78K ﹤0.01% 4666
2023
Q2 		$28.8K Buy
337
+123
+57% +$82.8K ﹤0.01% 4604
2023
Q1 		$89.8K Hold
214
– – ﹤0.01% 4381
2022
Q4 		$261K Hold
214
– – ﹤0.01% 3948
2022
Q3 		$170K Sell
214
-80
-27% -$86.7K ﹤0.01% 4300
2022
Q2 		$423K Sell
294
-179
-38% -$240K ﹤0.01% 3853
2022
Q1 		$987K Buy
473
+12
+3% +$30.1K ﹤0.01% 3625
2021
Q4 		$2.26M Buy
461
+30
+7% +$180K ﹤0.01% 3311
2021
Q3 		$2.71M Sell
431
-24
-5% -$195K ﹤0.01% 3224
2021
Q2 		$4.28M Buy
455
+89
+24% +$745K ﹤0.01% 3001
2021
Q1 		$3.19M Buy
366
+125
+52% +$1.18M ﹤0.01% 3011
2020
Q4 		$1.83M Buy
241
+20
+9% +$139K ﹤0.01% 3129
2020
Q3 		$1.45M Buy
221
+93
+73% +$699K ﹤0.01% 3052
2020
Q2 		$957K Buy
128
+36
+39% +$261K ﹤0.01% 3151
2020
Q1 		$658K Buy
92
+8
+10% +$84.6K ﹤0.01% 3181
2019
Q4 		$1.3M Buy
84
+1
+1% +$10.5K ﹤0.01% 3174
2019
Q3 		$786K Buy
83
+2
+2% +$22.3K ﹤0.01% 3317
2019
Q2 		$1.27M Buy
81
+38
+88% +$576K ﹤0.01% 3159
2019
Q1 		$731K Buy
43
+10
+30% +$150K ﹤0.01% 3287
2018
Q4 		$306K Buy
33
+11
+50% +$123K ﹤0.01% 3545
2018
Q3 		$294K Hold
22
– – ﹤0.01% 3632
2018
Q2 		$273K Hold
22
– – ﹤0.01% 3633
2018
Q1 		$270K Buy
22
+15
+214% +$169K ﹤0.01% 3599
2017
Q4 		$62K Buy
+7
New +$30.1K ﹤0.01% 3897

Other funds holding AVTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Geode Capital Management's AVTX Position: Q1 2026 in Review

Geode Capital Management increased its Avalo Therapeutics (AVTX) stake by 2.2% in Q1 2026, buying an estimated $58.4K and bringing the position to 169,889 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #3038.

Geode Capital Management first reported a position in AVTX in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.28M in Q2 2021. 97 funds tracked by Wall St. Rank hold AVTX as of Q1 2026.

  • Geode Capital Management held 169,889 shares of Avalo Therapeutics worth $2.54M as of Q1 2026.
  • Geode Capital Management bought 3,737 Avalo Therapeutics shares in Q1 2026, an estimated $58.4K.
  • Avalo Therapeutics made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #3038 holding.
  • Geode Capital Management first reported a position in Avalo Therapeutics in Q4 2017 and has held it in 31 quarters since.
  • Geode Capital Management's Avalo Therapeutics position peaked at $4.28M in Q2 2021.
  • 97 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.