Geneos Wealth Management Inc. Energy Sector Spdr Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 87,688 shares of XLE stock, worth $7.42 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
87,688
Previous 133,946 34.53%
Holding current value
$7.42 Million
Previous $12.2 Million 36.94%
% of portfolio
0.3%
Previous 0.55%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$84.35 - $93.39 $3.9 Million - $4.32 Million
-46,258 Reduced 34.53%
87,688 $7.7 Million
Q2 2024

Jul 23, 2024
SELL
$88.04 - $98.08 $4.38 Million - $4.88 Million
-49,751 Reduced 27.08%
133,946 $12.2 Million
Q1 2024

May 03, 2024
BUY
$79.91 - $94.41 $6.24 Million - $7.38 Million
78,131 Added 74.01%
183,697 $17.3 Million
Q4 2023

Jan 26, 2024
SELL
$81.2 - $91.96 $1.87 Million - $2.12 Million
-23,038 Reduced 17.91%
105,566 $8.85 Million
Q3 2023

Oct 11, 2023
BUY
$79.09 - $93.36 $4.3 Million - $5.08 Million
54,428 Added 73.38%
128,604 $11.6 Million
Q2 2023

Aug 08, 2023
SELL
$76.59 - $87.23 $349,403 - $397,943
-4,562 Reduced 5.79%
74,176 $6.02 Million
Q1 2023

Apr 25, 2023
BUY
$76.97 - $93.11 $39,793 - $48,137
517 Added 0.66%
78,738 $6.52 Million
Q4 2022

Jan 30, 2023
SELL
$76.09 - $94.08 $476,171 - $588,752
-6,258 Reduced 7.41%
78,221 $6.84 Million
Q3 2022

Nov 14, 2022
SELL
$67.49 - $84.09 $1.24 Million - $1.55 Million
-18,382 Reduced 17.87%
84,479 $6.08 Million
Q2 2022

Jul 22, 2022
BUY
$70.66 - $92.28 $548,462 - $716,277
7,762 Added 8.16%
102,861 $0
Q1 2022

May 16, 2022
BUY
$57.22 - $78.75 $2.75 Million - $3.79 Million
48,069 Added 102.21%
95,099 $7.27 Million
Q4 2021

Feb 09, 2022
BUY
$53.01 - $59.14 $286,731 - $319,888
5,409 Added 13.0%
47,030 $2.61 Million
Q3 2021

Nov 09, 2021
BUY
$45.79 - $54.81 $29,030 - $34,749
634 Added 1.55%
41,621 $2.24 Million
Q2 2021

Jul 08, 2021
SELL
$47.07 - $56.19 $614,216 - $733,223
-13,049 Reduced 24.15%
40,987 $2.24 Million
Q1 2021

Jun 17, 2021
SELL
$37.96 - $53.57 $27,369 - $38,623
-721 Reduced 1.32%
54,036 $2.67 Million
Q4 2020

May 19, 2021
BUY
$27.71 - $41.6 $967,577 - $1.45 Million
34,918 Added 176.01%
54,757 $1.94 Million
Q3 2020

Sep 07, 2021
SELL
$29.95 - $38.58 $81,074 - $104,436
-2,707 Reduced 12.01%
19,839 $598,000
Q2 2020

Sep 07, 2021
BUY
$27.62 - $46.86 $100,702 - $170,851
3,646 Added 19.29%
22,546 $823,000
Q1 2020

Sep 07, 2021
SELL
$23.57 - $60.87 $351,240 - $907,084
-14,902 Reduced 44.09%
18,900 $539,000
Q4 2019

Sep 07, 2021
BUY
$55.9 - $61.99 $558,049 - $618,846
9,983 Added 41.91%
33,802 $2.08 Million
Q3 2019

Sep 07, 2021
SELL
$59.2 - $63.13 $101,528 - $108,267
-1,715 Reduced 6.72%
23,819 $1.42 Million
Q2 2019

Sep 07, 2021
BUY
N/A
2,107 Added 8.99%
25,534 $1.63 Million
Q1 2019

Sep 07, 2021
BUY
N/A
3,234 Added 16.02%
23,427 $1.55 Million
Q4 2018

Sep 07, 2021
SELL
N/A
-5,466 Reduced 21.3%
20,193 $1.15 Million
Q3 2018

Sep 07, 2021
SELL
N/A
-45,508 Reduced 63.95%
25,659 $1.94 Million
Q2 2018

Sep 07, 2021
BUY
N/A
9,279 Added 14.99%
71,167 $5.4 Million
Q1 2018

Sep 07, 2021
BUY
N/A
2,930 Added 4.97%
61,888 $4.17 Million
Q4 2017

Sep 07, 2021
BUY
N/A
14,121 Added 31.49%
58,958 $4.26 Million
Q3 2017

Sep 07, 2021
BUY
N/A
22,321 Added 99.13%
44,837 $3.06 Million
Q2 2017

Sep 07, 2021
BUY
N/A
587 Added 2.68%
22,516 $1.68 Million
Q1 2017

Sep 07, 2021
BUY
N/A
111 Added 0.51%
21,929 $1.53 Million
Q4 2016

Sep 07, 2021
BUY
N/A
127 Added 0.59%
21,818 $1.64 Million
Q3 2016

Sep 07, 2021
BUY
N/A
4,522 Added 26.34%
21,691 $1.53 Million
Q2 2016

Sep 07, 2021
SELL
N/A
-18,225 Reduced 51.49%
17,169 $1.18 Million
Q1 2016

Sep 07, 2021
BUY
N/A
35,394
35,394 $2.16 Million

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email