Geneos Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Sell |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $7.81M | Buy |
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|
2024
Q4 | $914K | Buy |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $985K | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $3.29M | Sell |
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|
2023
Q3 | $3.12M | Buy |
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|
2023
Q2 | $860K | Buy |
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|
2023
Q1 | $802K | Sell |
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|
2022
Q4 | $6.3M | Buy |
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|
2022
Q3 | $1.94M | Sell |
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|
2022
Q2 | $6.48M | Sell |
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|
2022
Q1 | $6.92M | Buy |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.11M | Sell |
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|
2020
Q4 | $967K | Sell |
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|
2020
Q3 | $972K | Sell |
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|
2020
Q2 | $1.15M | Sell |
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|
2020
Q1 | $1.21M | Sell |
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|
2019
Q4 | $2.26M | Sell |
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|
2019
Q3 | $2.54M | Sell |
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|
2019
Q2 | $2.69M | Sell |
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|
2019
Q1 | $2.85M | Sell |
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|
2018
Q4 | $5.53M | Buy |
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|
2018
Q3 | $3.43M | Buy |
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|
2018
Q2 | $269K | Sell |
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|
2018
Q1 | $416K | Sell |
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|
2017
Q4 | $497K | Buy |
|
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|
2017
Q3 | $469K | Sell |
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|
2017
Q2 | $635K | Sell |
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|
2017
Q1 | $651K | Sell |
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|
2016
Q4 | $693K | Sell |
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|
2016
Q3 | $777K | Buy |
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|
2016
Q2 | $492K | Buy |
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|
2016
Q1 | $436K | Buy |
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