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 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

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

UOIF

University of Illinois Foundation Champaign, Illinois $487M AUM 32.41% 1-Year Est. Return

MWM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in State Street SPDR S&P Telecom ETF (XTL) in Q1 2026: 10,985 shares worth $2.07M. The stake represents 0.05% of the portfolio and ranks #350 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in XTL as recently as Q1 2023.

Geneos Wealth Management first reported a position in XTL in Q4 2016 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold XTL as of Q1 2026.

Geneos Wealth Management held 10,985 shares of State Street SPDR S&P Telecom ETF worth $2.07M as of Q1 2026.
State Street SPDR S&P Telecom ETF was a new Geneos Wealth Management position in Q1 2026.
State Street SPDR S&P Telecom ETF made up 0.05% of Geneos Wealth Management's portfolio in Q1 2026, its #350 holding.
Geneos Wealth Management first reported a position in State Street SPDR S&P Telecom ETF in Q4 2016 and has held it in 7 quarters since.
95 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2026.

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