Geneos Wealth Management’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$61.3K	Hold	188	–	–	﹤0.01%	1339
2025 Q4	$60.5K	Hold	188	–	–	﹤0.01%	1327
2025 Q3	$60K	Hold	188	–	–	﹤0.01%	1311
2025 Q2	$48.2K	Sell	188 -294	-61%	-$63.2K	﹤0.01%	1588
2025 Q1	$96.8K	Buy	482 +288	+148%	+$68.5K	﹤0.01%	1594
2024 Q4	$48.2K	Hold	194	–	–	﹤0.01%	1337
2024 Q3	$46.6K	Hold	194	–	–	﹤0.01%	1221
2024 Q2	$48K	Hold	194	–	–	﹤0.01%	1085
2024 Q1	$45K	Hold	194	–	–	﹤0.01%	1100
2023 Q4	$43.6K	Hold	194	–	–	﹤0.01%	1109
2023 Q3	$38K	Hold	194	–	–	﹤0.01%	1156
2023 Q2	$42.9K	Hold	194	–	–	﹤0.01%	1117
2023 Q1	$40.5K	Hold	194	–	–	﹤0.01%	1137
2022 Q4	$32.4K	Hold	194	–	–	﹤0.01%	1196
2022 Q3	$29K	Hold	194	–	–	﹤0.01%	1212
2022 Q2	$28K	Hold	194	–	–	﹤0.01%	1537
2022 Q1	$40K	Hold	194	–	–	﹤0.01%	1482
2021 Q4	$47K	Hold	194	–	–	﹤0.01%	1510
2021 Q3	$38K	Buy	194 +94	+94%	+$18.3K	﹤0.01%	1620
2021 Q2	$19K	Hold	100	–	–	﹤0.01%	1949
2021 Q1	$17K	Hold	100	–	–	﹤0.01%	2162
2020 Q4	$18K	Buy	+100	New	+$14.9K	﹤0.01%	1978

Other funds holding XSD

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Geneos Wealth Management held its State Street SPDR S&P Semiconductor ETF (XSD) position steady in Q1 2026 at 188 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Geneos Wealth Management first reported a position in XSD in Q4 2020 and has held it in 22 quarters since. The position peaked at $96.8K in Q1 2025. 247 funds tracked by Wall St. Rank hold XSD as of Q1 2026.

Geneos Wealth Management held 188 shares of State Street SPDR S&P Semiconductor ETF worth $61.3K as of Q1 2026.
Geneos Wealth Management left its State Street SPDR S&P Semiconductor ETF share count unchanged in Q1 2026.
State Street SPDR S&P Semiconductor ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1339 holding.
Geneos Wealth Management first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2020 and has held it in 22 quarters since.
Geneos Wealth Management's State Street SPDR S&P Semiconductor ETF position peaked at $96.8K in Q1 2025.
247 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2026.

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