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 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%	+$23.9K	﹤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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Geneos Wealth Management's XLC Position: Q2 2026 in Review

Geneos Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 9% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,098 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Geneos Wealth Management first reported a position in XLC in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.72M in Q3 2025. 1,163 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Geneos Wealth Management held 1,098 shares of State Street Communication Services Select Sector SPDR ETF worth $118K as of Q2 2026.
Geneos Wealth Management bought 91 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $10.4K.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1161 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 32 quarters since.
Geneos Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $3.72M in Q3 2025.
1,163 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.