Geneos Wealth Management
XLC icon

Geneos Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Geneos Wealth Management’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.1K Sell
91
-1,007
-92% -$112K ﹤0.01% 2380
2026
Q2 		$118K Buy
1,098
+91
+9% +$10.4K ﹤0.01% 1161
2026
Q1 		$112K Hold
1,007
– – ﹤0.01% 1141
2025
Q4 		$119K Sell
1,007
-30,429
-97% -$3.5M ﹤0.01% 1096
2025
Q3 		$3.72M Sell
31,436
-855
-3% -$95K 0.09% 251
2025
Q2 		$3.5M Buy
32,291
+31,284
+3,107% +$3.08M 0.09% 281
2025
Q1 		$97.1K Hold
1,007
– – ﹤0.01% 1176
2024
Q4 		$97.5K Hold
1,007
– – ﹤0.01% 1079
2024
Q3 		$91K Sell
1,007
-1,909
-65% -$165K ﹤0.01% 990
2024
Q2 		$250K Sell
2,916
-2,060
-41% -$170K 0.01% 655
2024
Q1 		$406K Buy
4,976
+3,569
+254% +$278K 0.02% 543
2023
Q4 		$102K Sell
1,407
-9,623
-87% -$662K 0.01% 835
2023
Q3 		$723K Buy
11,030
+4,518
+69% +$301K 0.04% 377
2023
Q2 		$424K Sell
6,512
-3,148
-33% -$192K 0.02% 493
2023
Q1 		$560K Buy
9,660
+1,732
+22% +$94.1K 0.03% 421
2022
Q4 		$380K Buy
7,928
+2,253
+40% +$110K 0.02% 473
2022
Q3 		$271K Sell
5,675
-11,993
-68% -$660K 0.02% 527
2022
Q2 		$968K Sell
17,668
-337
-2% -$20.3K 0.05% 331
2022
Q1 		$1.24M Buy
18,005
+2,309
+15% +$163K 0.05% 300
2021
Q4 		$1.22M Sell
15,696
-81
-0.5% -$6.4K 0.05% 346
2021
Q3 		$1.28M Buy
15,777
+864
+6% +$71.5K 0.05% 319
2021
Q2 		$1.22M Sell
14,913
-7,623
-34% -$594K 0.05% 313
2021
Q1 		$1.76M Buy
22,536
+10,081
+81% +$717K 0.05% 305
2020
Q4 		$51K Buy
12,455
+11,502
+1,207% +$732K ﹤0.01% 1454
2020
Q3 		$55K Sell
953
-12
-1% -$711 ﹤0.01% 1210
2020
Q2 		$50K Sell
965
-413
-30% -$21.2K ﹤0.01% 1216
2020
Q1 		$58K Buy
1,378
+463
+51% +$24K ﹤0.01% 1059
2019
Q4 		$49K Hold
915
– – ﹤0.01% 1274
2019
Q3 		$45K Hold
915
– – ﹤0.01% 1240
2019
Q2 		$45K Hold
915
– – ﹤0.01% 1246
2019
Q1 		$42K Sell
915
-258
-22% -$11.8K ﹤0.01% 1231
2018
Q4 		$48K Buy
1,173
+230
+24% +$10.3K ﹤0.01% 1121
2018
Q3 		$46K Buy
+943
New +$46.6K ﹤0.01% 1211

Other funds holding XLC

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Geneos Wealth Management's XLC Position: Q3 2026 in Review

Geneos Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 92% in Q3 2026, selling an estimated $112K and leaving 91 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2380.

Geneos Wealth Management first reported a position in XLC in Q3 2018 and has held it in 33 quarters since. The position peaked at $3.72M in Q3 2025. 893 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

  • Geneos Wealth Management held 91 shares of State Street Communication Services Select Sector SPDR ETF worth $10.1K as of Q3 2026.
  • Geneos Wealth Management sold 1,007 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $112K.
  • State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2380 holding.
  • Geneos Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 33 quarters since.
  • Geneos Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $3.72M in Q3 2025.
  • 893 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.