Geneos Wealth Management Inc. Financial Sector Spdr Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 210,279 shares of XLF stock, worth $10.7 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

210,279

Previous 132,539 58.65%

Holding current value

$10.7 Million

Previous $6.01 Million 69.2%

% of portfolio

0.37%

Previous 0.23%

36 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$44.89 - $51.34 $3.49 Million - $3.99 Million	77,740 Added 58.65%	210,279 $10.2 Million
Q3 2024 Nov 14, 2024	BUY	$40.84 - $45.74 $2.47 Million - $2.76 Million	60,433 Added 83.81%	132,539 $6.01 Million
Q2 2024 Jul 23, 2024	SELL	$39.59 - $42.49 $5.29 Million - $5.67 Million	-133,538 Reduced 64.94%	72,106 $2.96 Million
Q1 2024 May 03, 2024	SELL	$37.27 - $42.12 $2.63 Million - $2.97 Million	-70,615 Reduced 25.56%	205,644 $8.66 Million
Q4 2023 Jan 26, 2024	BUY	$31.45 - $37.72 $6.71 Million - $8.05 Million	213,307 Added 338.84%	276,259 $10.4 Million
Q3 2023 Oct 11, 2023	SELL	$33.17 - $35.6 $23,418 - $25,133	-706 Reduced 1.11%	62,952 $2.09 Million
Q2 2023 Aug 08, 2023	BUY	$31.55 - $33.71 $205,769 - $219,856	6,522 Added 11.41%	63,658 $2.15 Million
Q1 2023 Apr 25, 2023	SELL	$30.98 - $37.0 $87,642 - $104,673	-2,829 Reduced 4.72%	57,136 $1.84 Million
Q4 2022 Jan 30, 2023	BUY	$30.29 - $36.31 $128,338 - $153,845	4,237 Added 7.6%	59,965 $2.05 Million
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $5.55 Million - $6.55 Million	-182,799 Reduced 76.64%	55,728 $1.69 Million
Q2 2022 Jul 22, 2022	BUY	$30.84 - $38.22 $882,178 - $1.09 Million	28,605 Added 13.63%	238,527 $0
Q1 2022 May 16, 2022	BUY	$35.66 - $41.42 $5.78 Million - $6.71 Million	162,002 Added 338.07%	209,922 $8.04 Million
Q4 2021 Feb 09, 2022	BUY	$37.54 - $40.62 $181,881 - $196,803	4,845 Added 11.25%	47,920 $1.87 Million
Q3 2021 Nov 09, 2021	BUY	$35.11 - $39.0 $173,443 - $192,660	4,940 Added 12.95%	43,075 $1.64 Million
Q2 2021 Jul 08, 2021	SELL	$34.47 - $38.47 $286,618 - $319,878	-8,315 Reduced 17.9%	38,135 $1.41 Million
Q1 2021 Jun 17, 2021	SELL	$28.95 - $34.77 $72,346 - $86,890	-2,499 Reduced 5.11%	46,450 $1.7 Million
Q4 2020 May 19, 2021	BUY	$23.61 - $29.48 $648,401 - $809,609	27,463 Added 127.82%	48,949 $1.26 Million
Q3 2020 Sep 07, 2021	SELL	$22.68 - $25.49 $26,467 - $29,746	-1,167 Reduced 5.15%	21,486 $504,000
Q2 2020 Sep 07, 2021	BUY	$19.55 - $26.74 $111,063 - $151,909	5,681 Added 33.47%	22,653 $511,000
Q1 2020 Sep 07, 2021	BUY	$17.66 - $31.17 $14,640 - $25,839	829 Added 5.14%	16,972 $356,000
Q4 2019 Sep 07, 2021	BUY	$26.78 - $30.94 $29,618 - $34,219	1,106 Added 7.36%	16,143 $496,000
Q3 2019 Sep 07, 2021	SELL	$27.86 - $28.52 $86,951 - $89,010	-3,121 Reduced 17.19%	15,037 $422,000
Q2 2019 Sep 07, 2021	SELL	N/A	-4,899 Reduced 21.25%	18,158 $501,000
Q1 2019 Sep 07, 2021	SELL	N/A	-1,576 Reduced 6.4%	23,057 $592,000
Q4 2018 Sep 07, 2021	SELL	N/A	-264,698 Reduced 91.49%	24,633 $581,000
Q3 2018 Sep 07, 2021	BUY	N/A	100,262 Added 53.03%	289,331 $7.98 Million
Q2 2018 Sep 07, 2021	SELL	N/A	-102,195 Reduced 35.09%	189,069 $5.03 Million
Q1 2018 Sep 07, 2021	BUY	N/A	9,428 Added 3.35%	291,264 $8.03 Million
Q4 2017 Sep 07, 2021	SELL	N/A	-11,568 Reduced 3.94%	281,836 $7.87 Million
Q3 2017 Sep 07, 2021	SELL	N/A	-5,179 Reduced 1.73%	293,404 $7.59 Million
Q2 2017 Sep 07, 2021	BUY	N/A	7,154 Added 2.45%	298,583 $7.38 Million
Q1 2017 Sep 07, 2021	BUY	N/A	26,731 Added 10.1%	291,429 $6.96 Million
Q4 2016 Sep 07, 2021	BUY	N/A	219,807 Added 489.65%	264,698 $6.15 Million
Q3 2016 Sep 07, 2021	BUY	N/A	23,259 Added 107.52%	44,891 $868,000
Q2 2016 Sep 07, 2021	SELL	N/A	-6,466 Reduced 23.01%	21,632 $491,000
Q1 2016 Sep 07, 2021	BUY	N/A	28,098	28,098 $637,000

Others Institutions Holding XLF

# of Institutions

2,036

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Financial Sector Spdr Transaction History