Geneos Wealth Management’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $103K | Hold |
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|
2025
Q2 | $101K | Sell |
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|
2025
Q1 | $179K | Buy |
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|
2024
Q4 | $77.9K | Sell |
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|
2024
Q3 | $368K | Hold |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $79.2K | Sell |
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|
2023
Q3 | $128K | Buy |
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|
2023
Q2 | $126K | Sell |
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|
2023
Q1 | $124K | Sell |
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|
2022
Q4 | $128K | Buy |
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|
2022
Q3 | $103K | Sell |
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|
2022
Q2 | $115K | Sell |
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|
2022
Q1 | $6.2M | Buy |
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|
2021
Q4 | $156K | Buy |
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|
2021
Q3 | $135K | Buy |
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|
2021
Q2 | $48K | Buy |
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|
2021
Q1 | $44K | Hold |
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|
2020
Q4 | $42K | Sell |
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|
2020
Q3 | $35K | Hold |
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|
2020
Q2 | $30K | Buy |
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|
2020
Q1 | $11K | Sell |
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|
2019
Q4 | $31K | Hold |
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|
2019
Q3 | $29K | Hold |
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|
2019
Q2 | $30K | Sell |
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|
2019
Q1 | $49K | Buy |
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|
2018
Q4 | $44K | Sell |
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|
2018
Q3 | $58K | Buy |
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|
2018
Q2 | $56K | Hold |
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|
2018
Q1 | $55K | Sell |
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|
2017
Q4 | $60K | Buy |
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|
2017
Q3 | $50K | Buy |
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|
2017
Q2 | $33K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $4K | Sell |
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|
2016
Q3 | $5K | Sell |
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|
2016
Q2 | $70K | Hold |
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|
2016
Q1 | $68K | Buy |
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