Geneos Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $266K | Sell |
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|
2025
Q2 | $277K | Sell |
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|
2025
Q1 | $612K | Buy |
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|
2024
Q4 | $294K | Sell |
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|
2024
Q3 | $3.73M | Buy |
|
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|
2024
Q2 | $395K | Sell |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $659K | Buy |
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|
2023
Q3 | $595K | Buy |
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|
2023
Q2 | $490K | Buy |
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|
2023
Q1 | $475K | Sell |
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|
2022
Q4 | $487K | Buy |
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|
2022
Q3 | $348K | Sell |
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|
2022
Q2 | $851K | Sell |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $785K | Sell |
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|
2021
Q3 | $727K | Buy |
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|
2021
Q2 | $736K | Buy |
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|
2021
Q1 | $591K | Buy |
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|
2020
Q4 | $561K | Sell |
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|
2020
Q3 | $715K | Sell |
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|
2020
Q2 | $2.19M | Buy |
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|
2020
Q1 | $904K | Sell |
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|
2019
Q4 | $3.53M | Sell |
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|
2019
Q3 | $3.69M | Buy |
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|
2019
Q2 | $999K | Sell |
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|
2019
Q1 | $1.01M | Sell |
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|
2018
Q4 | $1.36M | Buy |
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|
2018
Q3 | $475K | Buy |
|
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|
2018
Q2 | $347K | Sell |
|
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|
2018
Q1 | $441K | Sell |
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|
2017
Q4 | $582K | Buy |
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|
2017
Q3 | $551K | Sell |
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|
2017
Q2 | $637K | Sell |
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|
2017
Q1 | $694K | Buy |
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|
2016
Q4 | $607K | Buy |
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|
2016
Q3 | $621K | Buy |
|
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|
2016
Q2 | $515K | Sell |
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|
2016
Q1 | $671K | Buy |
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