AVUS β€” AMERICAN CENTY ETF TR

Ownership history in Generations Wealth, LLC  Β·  1 quarter on record

AI Ownership Summary

Generations Wealth, LLC reported AMERICAN CENTY ETF TR (AVUS) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 11.07% in 2025 Q4. The latest visible filing shows AVUS at 11.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Generations Wealth, LLC's position in AMERICAN CENTY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AVUS was reported at 11.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.07% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Generations Wealth, LLC held AVUS β€” position size vs. price
% of Fund (quarterly)    AVUS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 96,792 β€” β€” 11.07% $10.8M 2026-02-14 (Est.) $115.73

FAQ About Generations Wealth, LLC and AVUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Generations Wealth, LLC reported owning AVUS?

Generations Wealth, LLC reported AVUS across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported AVUS position in Generations Wealth, LLC's portfolio?

The largest reported portfolio weight for AVUS was 11.07% in 2025 Q4.

What is the latest reported AVUS position on this page?

The most recent filing on this page is 2025 Q4, when Generations Wealth, LLC reported 96,792 shares, equal to 11.07% of portfolio, with an estimated market value of $10.8M.

What does the chart on this AVUS ownership page compare?

The chart compares Generations Wealth, LLC's quarterly AVUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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