Geneos Wealth Management Inc. Spdr S&P Software & Services E Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 May 19, 2021	SELL	$117.97 - $156.73 $12,150 - $16,143	-103 Closed	0 $0
Q4 2016 Sep 07, 2021	BUY	N/A	103	103 $5,000

Others Institutions Holding XSW

# of Institutions

97

Shares Held

1.24M

Call Options Held

2K

Put Options Held

2K

Bank Of America Corp Charlotte, NC

420K
Shares

$82.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

130K
Shares

$25.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

84K
Shares

$16.6 Million
0.0% of portfolio
New Harbor Financial Group, LLC Leominster, MA

73.6K
Shares

$14.5 Million
3.04% of portfolio
Mc Guire Investment Group, LLC

65.9K
Shares

$13 Million
1.5% of portfolio

About SPDR S&P SOFTWARE & SERVICES E

Ticker XSW
Sector ETFs
Industry ETFs

Track This Portfolio

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.