Geneos Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.15M	Buy	116,671 +9,848	+9%	+$528K	0.17%	148
2025 Q4	$4.78M	Sell	106,823 -58,847	-36%	-$2.62M	0.12%	210
2025 Q3	$7.4M	Sell	165,670 -18,582	-10%	-$814K	0.19%	138
2025 Q2	$7.81M	Sell	184,252 -173,568	-49%	-$7.23M	0.19%	134
2025 Q1	$16.7M	Buy	357,820 +248,582	+228%	+$11.2M	0.24%	103
2024 Q4	$4.68M	Sell	109,238 -66,138	-38%	-$3.01M	0.16%	149
2024 Q3	$7.7M	Sell	175,376 -92,516	-35%	-$4.14M	0.29%	77
2024 Q2	$12.2M	Sell	267,892 -99,502	-27%	-$4.63M	0.54%	37
2024 Q1	$17.3M	Buy	367,394 +156,262	+74%	+$6.71M	0.79%	23
2023 Q4	$8.85M	Sell	211,132 -46,076	-18%	-$1.97M	0.44%	51
2023 Q3	$11.6M	Buy	257,208 +108,856	+73%	+$4.76M	0.6%	32
2023 Q2	$6.02M	Sell	148,352 -9,124	-6%	-$372K	0.32%	72
2023 Q1	$6.52M	Buy	157,476 +1,034	+0.7%	+$44.2K	0.4%	52
2022 Q4	$6.84M	Sell	156,442 -12,516	-7%	-$545K	0.41%	46
2022 Q3	$6.08M	Sell	168,958 -36,764	-18%	-$1.39M	0.42%	45
2022 Q2	$7.46M	Buy	205,722 +15,524	+8%	+$623K	0.37%	52
2022 Q1	$7.27M	Buy	190,198 +96,138	+102%	+$3.33M	0.31%	65
2021 Q4	$2.61M	Buy	94,060 +10,818	+13%	+$306K	0.1%	209
2021 Q3	$2.24M	Buy	83,242 +1,268	+2%	+$31.4K	0.09%	227
2021 Q2	$2.24M	Sell	81,974 -26,098	-24%	-$679K	0.09%	223
2021 Q1	$2.67M	Sell	108,072 -1,442	-1%	-$33.3K	0.07%	254
2020 Q4	$1.94M	Buy	109,514 +69,836	+176%	+$1.2M	0.08%	242
2020 Q3	$598K	Sell	39,678 -5,414	-12%	-$96.1K	0.03%	393
2020 Q2	$823K	Buy	45,092 +7,292	+19%	+$136K	0.05%	317
2020 Q1	$539K	Sell	37,800 -29,804	-44%	-$707K	0.04%	364
2019 Q4	$2.08M	Buy	67,604 +19,966	+42%	+$592K	0.11%	199
2019 Q3	$1.42M	Sell	47,638 -3,430	-7%	-$104K	0.08%	227
2019 Q2	$1.63M	Buy	51,068 +4,214	+9%	+$135K	0.1%	199
2019 Q1	$1.55M	Buy	46,854 +6,468	+16%	+$208K	0.1%	207
2018 Q4	$1.15M	Sell	40,386 -10,932	-21%	-$366K	0.09%	230
2018 Q3	$1.94M	Sell	51,318 -91,016	-64%	-$3.41M	0.13%	179
2018 Q2	$5.4M	Buy	142,334 +18,558	+15%	+$690K	0.42%	59
2018 Q1	$4.17M	Buy	123,776 +5,860	+5%	+$207K	0.36%	74
2017 Q4	$4.26M	Buy	117,916 +28,242	+31%	+$972K	0.38%	76
2017 Q3	$3.06M	Buy	89,674 +44,642	+99%	+$1.45M	0.3%	97
2017 Q2	$1.68M	Buy	45,032 +1,174	+3%	+$39.5K	0.17%	132
2017 Q1	$1.53M	Buy	43,858 +222	+0.5%	+$8.03K	0.16%	133
2016 Q4	$1.64M	Buy	43,636 +254	+0.6%	+$9.19K	0.22%	110
2016 Q3	$1.53M	Buy	43,382 +9,044	+26%	+$310K	0.21%	119
2016 Q2	$1.18M	Sell	34,338 -36,450	-51%	-$1.2M	0.17%	132
2016 Q1	$2.16M	Buy	+70,788	New	+$2.05M	0.33%	70

Other funds holding XLE

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Geneos Wealth Management's XLE Position: Q1 2026 in Review

Geneos Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.2% in Q1 2026, buying an estimated $528K and bringing the position to 116,671 shares worth $7.15M. The position accounts for 0.17% of the portfolio, ranked #148.

Geneos Wealth Management first reported a position in XLE in Q1 2016 and has held it in 41 quarters since. The position peaked at $17.3M in Q1 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Geneos Wealth Management held 116,671 shares of State Street Energy Select Sector SPDR ETF worth $7.15M as of Q1 2026.
Geneos Wealth Management bought 9,848 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $528K.
State Street Energy Select Sector SPDR ETF made up 0.17% of Geneos Wealth Management's portfolio in Q1 2026, its #148 holding.
Geneos Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and has held it in 41 quarters since.
Geneos Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $17.3M in Q1 2024.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.