Geneos Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $772K | Sell |
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|
2025
Q2 | $742K | Sell |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $698K | Buy |
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|
2024
Q3 | $715K | Sell |
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|
2024
Q2 | $651K | Buy |
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|
2024
Q1 | $661K | Buy |
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|
2023
Q4 | $589K | Sell |
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|
2023
Q3 | $668K | Sell |
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|
2023
Q2 | $723K | Buy |
|
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|
2023
Q1 | $632K | Sell |
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|
2022
Q4 | $5.16M | Buy |
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|
2022
Q3 | $496K | Sell |
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|
2022
Q2 | $587K | Sell |
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|
2022
Q1 | $728K | Buy |
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|
2021
Q4 | $196K | Sell |
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|
2021
Q3 | $184K | Buy |
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|
2021
Q2 | $153K | Sell |
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|
2021
Q1 | $1.03M | Hold |
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|
2020
Q4 | $145K | Buy |
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|
2020
Q3 | $142K | Sell |
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|
2020
Q2 | $139K | Buy |
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|
2020
Q1 | $117K | Sell |
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|
2019
Q4 | $167K | Sell |
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|
2019
Q3 | $162K | Sell |
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|
2019
Q2 | $183K | Buy |
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|
2019
Q1 | $160K | Sell |
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|
2018
Q4 | $244K | Buy |
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|
2018
Q3 | $301K | Buy |
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|
2018
Q2 | $260K | Sell |
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|
2018
Q1 | $412K | Buy |
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|
2017
Q4 | $237K | Buy |
|
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|
2017
Q3 | $51K | Buy |
|
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|
2017
Q2 | $45K | Buy |
|
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|
2017
Q1 | $30K | Buy |
|
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|
2016
Q4 | $28K | Sell |
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|
2016
Q3 | $29K | Buy |
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|
2016
Q2 | $14K | Hold |
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|
2016
Q1 | $14K | Buy |
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