Geneos Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.67M | Sell |
20,127
-24,074
| -54% | -$3.39M | 0.06% | 317 |
|
|
2025
Q4 | $6.36M | Sell |
44,201
-21,263
| -32% | -$3.07M | 0.16% | 158 |
|
|
2025
Q3 | $9.23M | Sell |
65,464
-5,234
| -7% | -$693K | 0.23% | 106 |
|
|
2025
Q2 | $8.95M | Buy |
70,698
+34,196
| +94% | +$3.79M | 0.22% | 116 |
|
|
2025
Q1 | $3.77M | Sell |
36,502
-748
| -2% | -$84.8K | 0.05% | 343 |
|
|
2024
Q4 | $4.33M | Sell |
37,250
-1,684
| -4% | -$196K | 0.15% | 158 |
|
|
2024
Q3 | $4.39M | Sell |
38,934
-30,712
| -44% | -$3.37M | 0.17% | 146 |
|
|
2024
Q2 | $7.88M | Sell |
69,646
-8,002
| -10% | -$843K | 0.35% | 62 |
|
|
2024
Q1 | $8.09M | Sell |
77,648
-30,324
| -28% | -$3.07M | 0.37% | 57 |
|
|
2023
Q4 | $10.4M | Buy |
107,972
+82,570
| +325% | +$7.35M | 0.51% | 40 |
|
|
2023
Q3 | $2.08M | Sell |
25,402
-111,584
| -81% | -$9.57M | 0.11% | 210 |
|
|
2023
Q2 | $11.9M | Sell |
136,986
-8,734
| -6% | -$688K | 0.62% | 31 |
|
|
2023
Q1 | $11M | Buy |
145,720
+119,712
| +460% | +$8.24M | 0.67% | 23 |
|
|
2022
Q4 | $1.62M | Buy |
26,008
+3,152
| +14% | +$200K | 0.1% | 206 |
|
|
2022
Q3 | $1.36M | Sell |
22,856
-14,632
| -39% | -$999K | 0.09% | 209 |
|
|
2022
Q2 | $2.39M | Sell |
37,488
-790
| -2% | -$55K | 0.12% | 185 |
|
|
2022
Q1 | $3.04M | Buy |
38,278
+12,124
| +46% | +$952K | 0.13% | 173 |
|
|
2021
Q4 | $2.27M | Sell |
26,154
-844
| -3% | -$69.5K | 0.09% | 234 |
|
|
2021
Q3 | $2.05M | Buy |
26,998
+1,838
| +7% | +$142K | 0.08% | 245 |
|
|
2021
Q2 | $1.89M | Sell |
25,160
-16,108
| -39% | -$1.13M | 0.07% | 249 |
|
|
2021
Q1 | $2.88M | Sell |
41,268
-9,440
| -19% | -$623K | 0.08% | 244 |
|
|
2020
Q4 | $2.53M | Buy |
50,708
+24,556
| +94% | +$1.5M | 0.1% | 202 |
|
|
2020
Q3 | $1.49M | Sell |
26,152
-3,544
| -12% | -$200K | 0.08% | 243 |
|
|
2020
Q2 | $1.51M | Buy |
29,696
+2,650
| +10% | +$125K | 0.08% | 224 |
|
|
2020
Q1 | $1.06M | Buy |
27,046
+250
| +0.9% | +$11.4K | 0.07% | 245 |
|
|
2019
Q4 | $1.23M | Sell |
26,796
-64,342
| -71% | -$2.75M | 0.07% | 265 |
|
|
2019
Q3 | $3.63M | Sell |
91,138
-4,668
| -5% | -$187K | 0.22% | 117 |
|
|
2019
Q2 | $3.74M | Sell |
95,806
-8,984
| -9% | -$343K | 0.23% | 110 |
|
|
2019
Q1 | $3.88M | Sell |
104,790
-9,300
| -8% | -$318K | 0.26% | 108 |
|
|
2018
Q4 | $3.5M | Buy |
114,090
+3,374
| +3% | +$114K | 0.26% | 104 |
|
|
2018
Q3 | $4.17M | Buy |
110,716
+73,146
| +195% | +$2.68M | 0.28% | 99 |
|
|
2018
Q2 | $1.3M | Sell |
37,570
-4,542
| -11% | -$156K | 0.1% | 191 |
|
|
2018
Q1 | $1.38M | Sell |
42,112
-6,106
| -13% | -$205K | 0.12% | 166 |
|
|
2017
Q4 | $1.54M | Buy |
48,218
+8,824
| +22% | +$277K | 0.14% | 157 |
|
|
2017
Q3 | $1.16M | Sell |
39,394
-9,086
| -19% | -$262K | 0.12% | 175 |
|
|
2017
Q2 | $1.33M | Buy |
48,480
+762
| +2% | +$21K | 0.14% | 153 |
|
|
2017
Q1 | $1.27M | Buy |
47,718
+186
| +0.4% | +$4.79K | 0.13% | 148 |
|
|
2016
Q4 | $1.15M | Sell |
47,532
-1,166
| -2% | -$27.8K | 0.15% | 142 |
|
|
2016
Q3 | $1.16M | Buy |
48,698
+33,478
| +220% | +$778K | 0.16% | 141 |
|
|
2016
Q2 | $330K | Sell |
15,220
-38,836
| -72% | -$842K | 0.05% | 324 |
|
|
2016
Q1 | $1.23M | Buy |
+54,056
| New | +$1.12M | 0.19% | 125 |
|
Other funds holding XLK
Geneos Wealth Management's XLK Position: Q1 2026 in Review
Geneos Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 54% in Q1 2026, selling an estimated $3.39M and leaving 20,127 shares worth $2.67M. The position accounts for 0.06% of the portfolio, ranked #317.
Geneos Wealth Management first reported a position in XLK in Q1 2016 and has held it in 41 quarters since. The position peaked at $11.9M in Q2 2023. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.
- Geneos Wealth Management held 20,127 shares of State Street Technology Select Sector SPDR ETF worth $2.67M as of Q1 2026.
- Geneos Wealth Management sold 24,074 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $3.39M.
- State Street Technology Select Sector SPDR ETF made up 0.06% of Geneos Wealth Management's portfolio in Q1 2026, its #317 holding.
- Geneos Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $11.9M in Q2 2023.
- 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.