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Geneos Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Geneos Wealth Management’s Portfolio KRE Stock Details KRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05M Sell
27,331
-1,110
-4% -$77.7K 0.04% 371
2026
Q1 		$1.85M Sell
28,441
-457
-2% -$30.9K 0.04% 372
2025
Q4 		$1.87M Sell
28,898
-29,696
-51% -$1.87M 0.05% 364
2025
Q3 		$3.71M Buy
58,594
+28,788
+97% +$1.82M 0.09% 253
2025
Q2 		$1.77M Buy
29,806
+114
+0.4% +$6.35K 0.04% 393
2025
Q1 		$1.69M Sell
29,692
-567
-2% -$34.5K 0.06% 338
2024
Q4 		$1.83M Buy
30,259
+524
+2% +$32.5K 0.06% 304
2024
Q3 		$1.68M Sell
29,735
-171
-0.6% -$9.39K 0.06% 311
2024
Q2 		$1.47M Buy
29,906
+3
+0% +$145 0.07% 297
2024
Q1 		$1.5M Buy
29,903
+3,425
+13% +$169K 0.07% 287
2023
Q4 		$1.39M Buy
26,478
+1,002
+4% +$44.8K 0.07% 276
2023
Q3 		$1.06M Sell
25,476
-121
-0.5% -$5.39K 0.05% 308
2023
Q2 		$1.05M Buy
25,597
+4,986
+24% +$205K 0.05% 309
2023
Q1 		$904K Sell
20,611
-3,172
-13% -$180K 0.05% 310
2022
Q4 		$1.4M Buy
23,783
+10,435
+78% +$642K 0.08% 223
2022
Q3 		$785K Sell
13,348
-3,385
-20% -$212K 0.05% 302
2022
Q2 		$988K Buy
16,733
+2,042
+14% +$128K 0.05% 325
2022
Q1 		$1.01M Sell
14,691
-7,037
-32% -$513K 0.04% 352
2021
Q4 		$1.54M Buy
21,728
+8,606
+66% +$616K 0.06% 297
2021
Q3 		$910K Buy
13,122
+109
+0.8% +$7.01K 0.03% 408
2021
Q2 		$850K Sell
13,013
-12,074
-48% -$825K 0.03% 414
2021
Q1 		$1.72M Sell
25,087
-1,680
-6% -$105K 0.05% 309
2020
Q4 		$997K Buy
26,767
+23,616
+749% +$1.08M 0.04% 350
2020
Q3 		$108K Buy
3,151
+746
+31% +$28.1K 0.01% 918
2020
Q2 		$86K Sell
2,405
-2,623
-52% -$95.9K ﹤0.01% 983
2020
Q1 		$167K Buy
5,028
+2,709
+117% +$133K 0.01% 672
2019
Q4 		$134K Hold
2,319
– – 0.01% 837
2019
Q3 		$123K Sell
2,319
-3,119
-57% -$163K 0.01% 821
2019
Q2 		$290K Buy
5,438
+187
+4% +$9.99K 0.02% 554
2019
Q1 		$269K Sell
5,251
-1,570
-23% -$83.8K 0.02% 564
2018
Q4 		$325K Sell
6,821
-408
-6% -$21.8K 0.02% 467
2018
Q3 		$429K Buy
7,229
+2,146
+42% +$134K 0.03% 420
2018
Q2 		$310K Sell
5,083
-15,566
-75% -$976K 0.02% 435
2018
Q1 		$1.25M Buy
20,649
+17,489
+553% +$1.09M 0.11% 180
2017
Q4 		$185K Buy
3,160
+534
+20% +$30.7K 0.02% 562
2017
Q3 		$149K Sell
2,626
-23
-0.9% -$1.24K 0.01% 595
2017
Q2 		$145K Sell
2,649
-44,550
-94% -$2.4M 0.01% 589
2017
Q1 		$2.59M Buy
47,199
+13,227
+39% +$740K 0.27% 98
2016
Q4 		$1.89M Buy
33,972
+32,740
+2,657% +$1.6M 0.25% 97
2016
Q3 		$52K Sell
1,232
-300
-20% -$12.3K 0.01% 799
2016
Q2 		$58K Sell
1,532
-345
-18% -$13.6K 0.01% 753
2016
Q1 		$70K Buy
+1,877
New +$69K 0.01% 687

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Geneos Wealth Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 3.9% in Q2 2026, selling an estimated $77.7K and leaving 27,331 shares worth $2.05M. The position accounts for 0.04% of the portfolio, ranked #371.

Geneos Wealth Management first reported a position in KRE in Q1 2016 and has held it in 42 quarters since. The position peaked at $3.71M in Q3 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Geneos Wealth Management held 27,331 shares of State Street SPDR S&P Regional Banking ETF worth $2.05M as of Q2 2026.
  • Geneos Wealth Management sold 1,110 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $77.7K.
  • State Street SPDR S&P Regional Banking ETF made up 0.04% of Geneos Wealth Management's portfolio in Q2 2026, its #371 holding.
  • Geneos Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2016 and has held it in 42 quarters since.
  • Geneos Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $3.71M in Q3 2025.
  • 545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

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