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 Q2	$48K	Sell	311 -13,022	-98%	-$2.18M	﹤0.01%	1477
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 -137	-38%	-$16.4K	﹤0.01%	1860
2025 Q1	$47.8K	Sell	363 -100	-22%	-$13.4K	﹤0.01%	1498
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geneos Wealth Management's XOP Position: Q2 2026 in Review

Geneos Wealth Management reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 98% in Q2 2026, selling an estimated $2.18M and leaving 311 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Geneos Wealth Management first reported a position in XOP in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.18M in Q1 2022. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Geneos Wealth Management held 311 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $48K as of Q2 2026.
Geneos Wealth Management sold 13,022 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $2.18M.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1477 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 25 quarters since.
Geneos Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $7.18M in Q1 2022.
388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.