Geneos Wealth Management’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,479	Closed	-$1.58M	–	3127
2024 Q4	$1.58M	Buy	+11,479	New	+$1.59M	0.06%	334
2020 Q1	–	Sell	-100	Closed	-$5K	–	2550
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	2188
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	2101
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	2114
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	2040
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	2051
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	2057
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	1914
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	1856
2017 Q4	$5K	Buy	+100	New	+$5.5K	﹤0.01%	1818

Other funds holding KCE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Geneos Wealth Management's KCE Position: Q1 2025 in Review

Geneos Wealth Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2025, closing a stake of 11,479 shares — an estimated $1.58M sold.

Geneos Wealth Management first reported a position in KCE in Q4 2017 and held it in 10 quarters. The position peaked at $1.58M in Q4 2024. 124 funds tracked by Wall St. Rank hold KCE as of Q1 2025.

Geneos Wealth Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2025 after selling out during the quarter.
Geneos Wealth Management sold 11,479 State Street SPDR S&P Capital Markets ETF shares in Q1 2025, an estimated $1.58M.
Geneos Wealth Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2017 and held it in 10 quarters.
Geneos Wealth Management's State Street SPDR S&P Capital Markets ETF position peaked at $1.58M in Q4 2024.
124 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.