Geneos Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Geneos Wealth Management’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.1K	Buy	+294	New	+$18.8K	﹤0.01%	1798
2022 Q2	–	Sell	-403	Closed	-$21K	–	2691
2022 Q1	$21K	Hold	403	–	–	﹤0.01%	1783
2021 Q4	$21K	Buy	403 +233	+137%	+$12.9K	﹤0.01%	1860
2021 Q3	$9K	Sell	170 -596	-78%	-$30.3K	﹤0.01%	2258
2021 Q2	$39K	Sell	766 -11,722	-94%	-$625K	﹤0.01%	1601
2021 Q1	$669K	Hold	12,488	–	–	0.02%	551
2020 Q4	$53K	Buy	+12,488	New	+$463K	﹤0.01%	1431
2020 Q3	–	Sell	-162	Closed	-$4K	–	2670
2020 Q2	$4K	Sell	162 -4,320	-96%	-$130K	﹤0.01%	2214
2020 Q1	$123K	Buy	4,482 +3,909	+682%	+$156K	0.01%	770
2019 Q4	$27K	Sell	573 -2,127	-79%	-$96.4K	﹤0.01%	1559
2019 Q3	$116K	Sell	2,700 -1,076	-28%	-$45.9K	0.01%	842
2019 Q2	$163K	Hold	3,776	–	–	0.01%	734
2019 Q1	$157K	Sell	3,776 -34,310	-90%	-$1.47M	0.01%	725
2018 Q4	$1.41M	Buy	38,086 +37,444	+5,832%	+$1.59M	0.1%	199
2018 Q3	$29K	Sell	642 -14,062	-96%	-$685K	﹤0.01%	1421
2018 Q2	$693K	Buy	14,704 +14,424	+5,151%	+$705K	0.05%	276
2018 Q1	$13K	Hold	280	–	–	﹤0.01%	1550
2017 Q4	$13K	Sell	280 -245	-47%	-$11.3K	﹤0.01%	1543
2017 Q3	$23K	Sell	525 -975	-65%	-$41.8K	﹤0.01%	1269
2017 Q2	$65K	Buy	1,500 +1,220	+436%	+$51.9K	0.01%	831
2017 Q1	$12K	Sell	280 -2,975	-91%	-$131K	﹤0.01%	1420
2016 Q4	$141K	Sell	3,255 -39,054	-92%	-$1.51M	0.02%	530
2016 Q3	$1.41M	Buy	42,309 +34,211	+422%	+$1.11M	0.19%	125
2016 Q2	$244K	Sell	8,098 -24,644	-75%	-$780K	0.04%	397
2016 Q1	$997K	Buy	+32,742	New	+$971K	0.15%	150

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geneos Wealth Management's KBE Position: Q2 2026 in Review

Geneos Wealth Management opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q2 2026: 294 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #1798 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in KBE as recently as Q1 2022.

Geneos Wealth Management first reported a position in KBE in Q1 2016 and has held it in 25 quarters since. The position peaked at $1.41M in Q3 2016. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Geneos Wealth Management held 294 shares of State Street SPDR S&P Bank ETF worth $20.1K as of Q2 2026.
State Street SPDR S&P Bank ETF was a new Geneos Wealth Management position in Q2 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1798 holding.
Geneos Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2016 and has held it in 25 quarters since.
Geneos Wealth Management's State Street SPDR S&P Bank ETF position peaked at $1.41M in Q3 2016.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.