Geneos Wealth Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-96	Closed	-$8.63K	–	2113
2022 Q4	$8.63K	Buy	+96	New	+$8.45K	﹤0.01%	1570
2021 Q4	–	Sell	-105	Closed	-$13K	–	2890
2021 Q3	$13K	Hold	105	–	–	﹤0.01%	2122
2021 Q2	$13K	Sell	105 -19	-15%	-$2.33K	﹤0.01%	2108
2021 Q1	$15K	Hold	124	–	–	﹤0.01%	2220
2020 Q4	$14K	Buy	124 +19	+18%	+$2K	﹤0.01%	2096
2020 Q3	$9K	Hold	105	–	–	﹤0.01%	2006
2020 Q2	$8K	Hold	105	–	–	﹤0.01%	2016
2020 Q1	$7K	Hold	105	–	–	﹤0.01%	1959
2019 Q4	$9K	Hold	105	–	–	﹤0.01%	2025
2019 Q3	$8K	Hold	105	–	–	﹤0.01%	1984
2019 Q2	$8K	Hold	105	–	–	﹤0.01%	1994
2019 Q1	$8K	Sell	105 -2	-2%	-$154	﹤0.01%	1923
2018 Q4	$7K	Buy	107 +2	+2%	+$153	﹤0.01%	1907
2018 Q3	$9K	Hold	105	–	–	﹤0.01%	1895
2018 Q2	$8K	Hold	105	–	–	﹤0.01%	1810
2018 Q1	$7K	Hold	105	–	–	﹤0.01%	1786
2017 Q4	$6K	Sell	105 -200	-66%	-$12.9K	﹤0.01%	1784
2017 Q3	$19K	Hold	305	–	–	﹤0.01%	1346
2017 Q2	$18K	Hold	305	–	–	﹤0.01%	1324
2017 Q1	$17K	Hold	305	–	–	﹤0.01%	1308
2016 Q4	$15K	Buy	305 +200	+190%	+$9.94K	﹤0.01%	1312
2016 Q3	$5K	Buy	+105	New	+$5.33K	﹤0.01%	1595

Other funds holding XHE

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Geneos Wealth Management's XHE Position: Q1 2023 in Review

Geneos Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2023, closing a stake of 96 shares — an estimated $8.63K sold.

Geneos Wealth Management first reported a position in XHE in Q3 2016 and held it in 22 quarters. The position peaked at $19K in Q3 2017. 108 funds tracked by Wall St. Rank hold XHE as of Q1 2023.

Geneos Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2023 after selling out during the quarter.
Geneos Wealth Management sold 96 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2023, an estimated $8.63K.
Geneos Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2016 and held it in 22 quarters.
Geneos Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $19K in Q3 2017.
108 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2023.

Based on Geneos Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.