Geneos Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.04M | Sell |
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|
2025
Q2 | $3.44M | Sell |
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|
2025
Q1 | $3.43M | Buy |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $5.03M | Buy |
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|
2024
Q2 | $4.02M | Buy |
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|
2024
Q1 | $3.75M | Sell |
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|
2023
Q4 | $3.63M | Buy |
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|
2023
Q3 | $516K | Sell |
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|
2023
Q2 | $624K | Buy |
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|
2023
Q1 | $571K | Buy |
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|
2022
Q4 | $544K | Sell |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $973K | Sell |
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|
2021
Q4 | $5.68M | Buy |
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|
2021
Q3 | $826K | Buy |
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|
2021
Q2 | $797K | Buy |
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|
2021
Q1 | $689K | Buy |
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|
2020
Q4 | $609K | Buy |
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|
2020
Q3 | $549K | Sell |
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|
2020
Q2 | $535K | Sell |
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|
2020
Q1 | $565K | Sell |
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|
2019
Q4 | $3.4M | Buy |
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|
2019
Q3 | $1.01M | Buy |
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|
2019
Q2 | $885K | Sell |
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|
2019
Q1 | $882K | Sell |
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|
2018
Q4 | $864K | Buy |
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|
2018
Q3 | $851K | Buy |
|
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|
2018
Q2 | $435K | Sell |
|
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|
2018
Q1 | $462K | Sell |
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|
2017
Q4 | $488K | Buy |
|
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|
2017
Q3 | $465K | Sell |
|
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|
2017
Q2 | $849K | Buy |
|
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|
2017
Q1 | $528K | Buy |
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|
2016
Q4 | $369K | Sell |
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|
2016
Q3 | $381K | Sell |
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|
2016
Q2 | $540K | Sell |
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|
2016
Q1 | $536K | Buy |
|