Geneos Wealth Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,985	Closed	-$2.07M	–	2543
2026 Q1	$2.07M	Buy	+10,985	New	+$1.93M	0.05%	350
2023 Q2	–	Sell	-11,822	Closed	-$958K	–	2127
2023 Q1	$958K	Buy	+11,822	New	+$978K	0.06%	297
2021 Q4	–	Sell	-6,056	Closed	-$582K	–	2891
2021 Q3	$582K	Buy	+6,056	New	+$600K	0.02%	533
2017 Q4	–	Sell	-80	Closed	-$5K	–	2222
2017 Q3	$5K	Hold	80	–	–	﹤0.01%	1776
2017 Q2	$5K	Hold	80	–	–	﹤0.01%	1738
2017 Q1	$5K	Hold	80	–	–	﹤0.01%	1698
2016 Q4	$5K	Buy	+80	New	+$5.34K	﹤0.01%	1657

Other funds holding XTL

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

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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Geneos Wealth Management sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2026, closing a stake of 10,985 shares — an estimated $2.07M sold.

Geneos Wealth Management first reported a position in XTL in Q4 2016 and held it in 7 quarters. The position peaked at $2.07M in Q1 2026. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Geneos Wealth Management reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2026 after selling out during the quarter.
Geneos Wealth Management sold 10,985 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $2.07M.
Geneos Wealth Management first reported a position in State Street SPDR S&P Telecom ETF in Q4 2016 and held it in 7 quarters.
Geneos Wealth Management's State Street SPDR S&P Telecom ETF position peaked at $2.07M in Q1 2026.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

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