Geneos Wealth Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.24M | Buy |
10,735
+10,235
| +2,047% | +$1.07M | 0.03% | 488 |
|
|
2026
Q1 | $49.4K | Hold |
500
| – | – | ﹤0.01% | 1440 |
|
|
2025
Q4 | $51.5K | Hold |
500
| – | – | ﹤0.01% | 1380 |
|
|
2025
Q3 | $55.4K | Hold |
500
| – | – | ﹤0.01% | 1344 |
|
|
2025
Q2 | $49.3K | Hold |
500
| – | – | ﹤0.01% | 1575 |
|
|
2025
Q1 | $48.5K | Hold |
500
| – | – | ﹤0.01% | 1493 |
|
|
2024
Q4 | $52.3K | Hold |
500
| – | – | ﹤0.01% | 1298 |
|
|
2024
Q3 | $62.3K | Hold |
500
| – | – | ﹤0.01% | 1120 |
|
|
2024
Q2 | $50.5K | Sell |
500
-2,827
| -85% | -$295K | ﹤0.01% | 1065 |
|
|
2024
Q1 | $371K | Buy |
3,327
+2,827
| +565% | +$283K | 0.02% | 559 |
|
|
2023
Q4 | $47.8K | Hold |
500
| – | – | ﹤0.01% | 1078 |
|
|
2023
Q3 | $38.3K | Buy |
+500
| New | +$40.6K | ﹤0.01% | 1155 |
|
|
2022
Q2 | – | Sell |
-144
| Closed | -$9K | – | 2813 |
|
|
2022
Q1 | $9K | Sell |
144
-150
| -51% | -$10.8K | ﹤0.01% | 2141 |
|
|
2021
Q4 | $25K | Hold |
294
| – | – | ﹤0.01% | 1781 |
|
|
2021
Q3 | $21K | Hold |
294
| – | – | ﹤0.01% | 1900 |
|
|
2021
Q2 | $21K | Sell |
294
-10,054
| -97% | -$743K | ﹤0.01% | 1905 |
|
|
2021
Q1 | $779K | Hold |
10,348
| – | – | 0.02% | 504 |
|
|
2020
Q4 | $733K | Buy |
10,348
+9,898
| +2,200% | +$559K | 0.03% | 441 |
|
|
2020
Q3 | $23K | Hold |
450
| – | – | ﹤0.01% | 1601 |
|
|
2020
Q2 | $18K | Buy |
+450
| New | +$17.1K | ﹤0.01% | 1676 |
|
|
2020
Q1 | – | Sell |
-140
| Closed | -$6K | – | 2622 |
|
|
2019
Q4 | $6K | Buy |
+140
| New | +$6.33K | ﹤0.01% | 2159 |
|
|
2019
Q1 | – | Sell |
-171
| Closed | -$5K | – | 2470 |
|
|
2018
Q4 | $5K | Hold |
171
| – | – | ﹤0.01% | 2005 |
|
|
2018
Q3 | $6K | Buy |
+171
| New | +$6.83K | ﹤0.01% | 2028 |
|
|
2018
Q2 | – | Sell |
-78
| Closed | -$3K | – | 2338 |
|
|
2018
Q1 | $3K | Sell |
78
-986
| -93% | -$42.4K | ﹤0.01% | 1983 |
|
|
2017
Q4 | $47K | Sell |
1,064
-8
| -0.7% | -$336 | ﹤0.01% | 1031 |
|
|
2017
Q3 | $42K | Sell |
1,072
-9,092
| -89% | -$350K | ﹤0.01% | 1037 |
|
|
2017
Q2 | $391K | Buy |
10,164
+4,364
| +75% | +$165K | 0.04% | 337 |
|
|
2017
Q1 | $215K | Buy |
5,800
+5,675
| +4,540% | +$202K | 0.02% | 465 |
|
|
2016
Q4 | $4K | Sell |
125
-20,570
| -99% | -$689K | ﹤0.01% | 1717 |
|
|
2016
Q3 | $702K | Sell |
20,695
-59,167
| -74% | -$2.09M | 0.09% | 206 |
|
|
2016
Q2 | $2.69M | Buy |
79,862
+79,737
| +63,790% | +$2.69M | 0.39% | 60 |
|
|
2016
Q1 | $4K | Buy |
+125
| New | +$3.88K | ﹤0.01% | 1571 |
|
Other funds holding XHB
GS
AAS
MASUI
Geneos Wealth Management's XHB Position: Q2 2026 in Review
Geneos Wealth Management increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 2,047% in Q2 2026, buying an estimated $1.07M and bringing the position to 10,735 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #488.
Geneos Wealth Management first reported a position in XHB in Q1 2016 and has held it in 32 quarters since. The position peaked at $2.69M in Q2 2016. 320 funds tracked by Wall St. Rank hold XHB as of Q2 2026.
- Geneos Wealth Management held 10,735 shares of State Street SPDR S&P Homebuilders ETF worth $1.24M as of Q2 2026.
- Geneos Wealth Management bought 10,235 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $1.07M.
- State Street SPDR S&P Homebuilders ETF made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #488 holding.
- Geneos Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2016 and has held it in 32 quarters since.
- Geneos Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $2.69M in Q2 2016.
- 320 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.