Geneos Wealth Management’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Geneos Wealth Management’s Portfolio XOP Stock Details XOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.42M	Buy	13,333 +13,107	+5,800%	+$1.97M	0.06%	327
2025 Q4	$28.5K	Hold	226	–	–	﹤0.01%	1603
2025 Q3	$29.9K	Hold	226	–	–	﹤0.01%	1570
2025 Q2	$28.4K	Sell	226 -523	-70%	-$62.7K	﹤0.01%	1860
2025 Q1	$98.7K	Buy	749 +286	+62%	+$38.4K	﹤0.01%	1583
2024 Q4	$61.3K	Buy	463 +23	+5%	+$3.15K	﹤0.01%	1243
2024 Q3	$57.9K	Sell	440 -75	-15%	-$10.4K	﹤0.01%	1149
2024 Q2	$74.9K	Sell	515 -100	-16%	-$15.1K	﹤0.01%	948
2024 Q1	$95.3K	Sell	615 -5,820	-90%	-$806K	﹤0.01%	863
2023 Q4	$881K	Buy	6,435 +1,572	+32%	+$221K	0.04%	348
2023 Q3	$719K	Buy	4,863 +4,223	+660%	+$605K	0.04%	381
2023 Q2	$82.5K	Sell	640 -60	-9%	-$7.52K	﹤0.01%	933
2023 Q1	$89.4K	Hold	700	–	–	0.01%	876
2022 Q4	$95.2K	Buy	700 +280	+67%	+$40.6K	0.01%	842
2022 Q3	$52K	Buy	420 +2	+0.5%	+$264	﹤0.01%	1016
2022 Q2	$50K	Sell	418 -52,968	-99%	-$7.44M	﹤0.01%	1290
2022 Q1	$7.18M	Buy	53,386 +53,091	+17,997%	+$6.11M	0.31%	66
2021 Q4	$28K	Buy	295 +100	+51%	+$10.2K	﹤0.01%	1721
2021 Q3	$19K	Hold	195	–	–	﹤0.01%	1956
2021 Q2	$18K	Hold	195	–	–	﹤0.01%	1976
2021 Q1	$15K	Hold	195	–	–	﹤0.01%	2221
2020 Q4	$16K	Buy	195 +1	+0.5%	+$51	﹤0.01%	2039
2020 Q3	$8K	Sell	194 -451	-70%	-$22.7K	﹤0.01%	2045
2020 Q2	$32K	Buy	+645	New	+$32.6K	﹤0.01%	1428

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geneos Wealth Management's XOP Position: Q1 2026 in Review

Geneos Wealth Management increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 5,800% in Q1 2026, buying an estimated $1.97M and bringing the position to 13,333 shares worth $2.42M. The position accounts for 0.06% of the portfolio, ranked #327.

Geneos Wealth Management first reported a position in XOP in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.18M in Q1 2022. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Geneos Wealth Management held 13,333 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $2.42M as of Q1 2026.
Geneos Wealth Management bought 13,107 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $1.97M.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.06% of Geneos Wealth Management's portfolio in Q1 2026, its #327 holding.
Geneos Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2020 and has held it in 24 quarters since.
Geneos Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $7.18M in Q1 2022.
403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.