Geneos Wealth Management Inc. Spdr Index Shs Fds Transaction History

Geneos Wealth Management Inc.

  • $3.85 Billion
  • Q4 2025

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Index Shs Fds stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 11,540 shares of QWLD stock, worth $1.64 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,540
Previous 10,885 6.02%
Holding current value
$1.64 Million
Previous $1.53 Million 7.07%
% of portfolio
0.04%
Previous 0.04%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$138.27 - $143.17 $90,566 - $93,776
655 Added 6.02%
11,540 $1.64 Million
Q3 2025

Oct 22, 2025
BUY
$132.92 - $140.43 $31,900 - $33,703
240 Added 2.25%
10,885 $1.53 Million
Q2 2025

Aug 18, 2025
BUY
$114.78 - $134.88 $41,206 - $48,421
359 Added 3.49%
10,645 $1.44 Million
Q1 2025

May 21, 2025
SELL
$122.65 - $131.03 $24,039 - $25,681
-196 Reduced 1.87%
10,286 $1.31 Million
Q1 2025

May 07, 2025
SELL
$122.65 - $131.03 $26,737 - $28,564
-218 Reduced 2.04%
10,482 $1.34 Million
Q4 2024

Jan 21, 2025
SELL
$123.39 - $130.49 $71,072 - $75,162
-576 Reduced 5.11%
10,700 $1.33 Million
Q3 2024

Nov 14, 2024
SELL
$117.82 - $128.91 $43,239 - $47,309
-367 Reduced 3.15%
11,276 $1.45 Million
Q2 2024

Jul 23, 2024
SELL
$114.52 - $121.23 $30,462 - $32,247
-266 Reduced 2.23%
11,643 $1.4 Million
Q1 2024

May 03, 2024
BUY
$109.37 - $119.93 $39,373 - $43,174
360 Added 3.12%
11,909 $1.43 Million
Q4 2023

Jan 26, 2024
SELL
$97.8 - $110.16 $32,274 - $36,352
-330 Reduced 2.78%
11,549 $1.27 Million
Q3 2023

Oct 11, 2023
BUY
$101.14 - $107.06 $47,738 - $50,532
472 Added 4.14%
11,879 $1.2 Million
Q2 2023

Aug 08, 2023
SELL
$99.57 - $104.21 $55,759 - $58,357
-560 Reduced 4.68%
11,407 $1.19 Million
Q1 2023

Apr 25, 2023
SELL
$93.9 - $100.2 $15,775 - $16,833
-168 Reduced 1.38%
11,967 $1.19 Million
Q4 2022

Jan 30, 2023
SELL
$84.63 - $98.47 $14,387 - $16,739
-170 Reduced 1.38%
12,135 $1.14 Million
Q3 2022

Nov 14, 2022
BUY
$84.97 - $99.81 $11,980 - $14,073
141 Added 1.16%
12,305 $1.05 Million
Q2 2022

Jul 22, 2022
BUY
$88.72 - $106.72 $33,003 - $39,699
372 Added 3.15%
12,164 $0
Q1 2022

May 16, 2022
SELL
$98.55 - $110.75 $71,645 - $80,515
-727 Reduced 5.81%
11,792 $1.25 Million
Q4 2021

Feb 09, 2022
BUY
$102.79 - $110.8 $175,256 - $188,914
1,705 Added 15.77%
12,519 $1.38 Million
Q3 2021

Nov 09, 2021
BUY
$102.62 - $109.07 $79,222 - $84,202
772 Added 7.69%
10,814 $1.12 Million
Q2 2021

Jul 08, 2021
BUY
$98.23 - $103.93 $179,269 - $189,672
1,825 Added 22.21%
10,042 $1.05 Million
Q1 2021

Jun 17, 2021
BUY
$91.39 - $97.75 $18,186 - $19,452
199 Added 2.48%
8,217 $827,000
Q4 2020

May 19, 2021
BUY
$80.87 - $92.91 $263,393 - $302,607
3,257 Added 68.41%
8,018 $782,000
Q3 2020

Sep 07, 2021
BUY
$79.06 - $87.46 $116,060 - $128,391
1,468 Added 44.58%
4,761 $391,000
Q2 2020

Sep 07, 2021
SELL
$66.44 - $82.77 $293,930 - $366,174
-4,424 Reduced 57.33%
3,293 $255,000
Q1 2020

Sep 07, 2021
SELL
$60.54 - $88.89 $21,370 - $31,378
-353 Reduced 4.37%
7,717 $527,000
Q4 2019

Sep 07, 2021
BUY
$78.65 - $86.01 $161,861 - $177,008
2,058 Added 34.23%
8,070 $691,000
Q3 2019

Sep 07, 2021
SELL
$80.23 - $81.19 $156,608 - $158,482
-1,952 Reduced 24.51%
6,012 $483,000
Q2 2019

Sep 07, 2021
BUY
N/A
4,909 Added 160.69%
7,964 $633,000
Q1 2019

Sep 07, 2021
BUY
N/A
174 Added 6.04%
3,055 $235,000
Q4 2018

Sep 07, 2021
SELL
N/A
-5,029 Reduced 63.58%
2,881 $196,000
Q3 2018

Sep 07, 2021
BUY
N/A
7,299 Added 1194.6%
7,910 $620,000
Q2 2018

Sep 07, 2021
SELL
N/A
-81 Reduced 11.71%
611 $45,000
Q1 2018

Sep 07, 2021
BUY
N/A
427 Added 161.13%
692 $52,000
Q4 2017

Sep 07, 2021
BUY
N/A
265
265 $19,000

Others Institutions Holding QWLD

# of Institutions
58
Shares Held
831K
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS

QWLD Quotes by TradingView
  • Ticker QWLD
  • Sector ETFs
  • Industry ETFs
More about QWLD
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