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GeoWealth Management’s Avantis US Equity ETF AVUS Stock Holding History

GeoWealth 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
2025
Q3 		– Sell
-189
Closed -$19.1K – 800
2025
Q2 		$19.1K Hold
189
– – ﹤0.01% 1066
2025
Q1 		$17.5K Hold
189
– – ﹤0.01% 976
2024
Q4 		$18.3K Buy
+189
New +$18.6K ﹤0.01% 1393

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

GeoWealth Management's AVUS Position: Q3 2025 in Review

GeoWealth Management sold out of Avantis US Equity ETF (AVUS) in Q3 2025, closing a stake of 189 shares — an estimated $19.1K sold.

GeoWealth Management first reported a position in AVUS in Q4 2024 and held it in 3 quarters. The position peaked at $19.1K in Q2 2025. 483 funds tracked by Wall St. Rank hold AVUS as of Q3 2025.

  • GeoWealth Management reported no remaining Avantis US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 189 Avantis US Equity ETF shares in Q3 2025, an estimated $19.1K.
  • GeoWealth Management first reported a position in Avantis US Equity ETF in Q4 2024 and held it in 3 quarters.
  • GeoWealth Management's Avantis US Equity ETF position peaked at $19.1K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.