Geneos Wealth Management’s SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $238K | Hold |
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|
2025
Q2 | $197K | Sell |
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|
2025
Q1 | $297K | Buy |
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|
2024
Q4 | $107K | Sell |
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|
2024
Q3 | $147K | Sell |
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|
2024
Q2 | $143K | Hold |
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|
2024
Q1 | $146K | Buy |
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|
2023
Q4 | $125K | Sell |
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|
2023
Q3 | $105K | Sell |
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|
2023
Q2 | $149K | Sell |
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|
2023
Q1 | $163K | Buy |
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|
2022
Q4 | $176K | Hold |
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|
2022
Q3 | $168K | Sell |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $272K | Sell |
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|
2021
Q4 | $647K | Sell |
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|
2021
Q3 | $750K | Sell |
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|
2021
Q2 | $853K | Sell |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q4 | $874K | Buy |
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|
2020
Q3 | $843K | Buy |
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|
2020
Q2 | $837K | Buy |
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|
2020
Q1 | $571K | Buy |
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|
2019
Q4 | $680K | Sell |
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|
2019
Q3 | $642K | Sell |
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|
2019
Q2 | $792K | Buy |
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|
2019
Q1 | $758K | Buy |
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|
2018
Q4 | $508K | Sell |
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|
2018
Q3 | $713K | Buy |
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|
2018
Q2 | $666K | Hold |
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|
2018
Q1 | $614K | Buy |
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|
2017
Q4 | $550K | Sell |
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|
2017
Q3 | $621K | Buy |
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|
2017
Q2 | $536K | Buy |
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|
2017
Q1 | $478K | Buy |
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|
2016
Q4 | $372K | Buy |
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|
2016
Q3 | $330K | Buy |
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|
2016
Q2 | $273K | Sell |
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|
2016
Q1 | $269K | Buy |
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