Geneos Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $106K | Hold |
886
| – | – | ﹤0.01% | 1153 |
|
|
2025
Q4 | $121K | Hold |
886
| – | – | ﹤0.01% | 1089 |
|
|
2025
Q3 | $131K | Sell |
886
-322
| -27% | -$44.7K | ﹤0.01% | 1036 |
|
|
2025
Q2 | $156K | Buy |
1,208
+1,193
| +7,953% | +$144K | ﹤0.01% | 1089 |
|
|
2025
Q1 | $2.51K | Buy |
15
+6
| +67% | +$744 | ﹤0.01% | 2937 |
|
|
2024
Q4 | $1.04K | Hold |
9
| – | – | ﹤0.01% | 2759 |
|
|
2024
Q3 | $1.22K | Buy |
9
+3
| +50% | +$401 | ﹤0.01% | 2403 |
|
|
2024
Q2 | $814 | Hold |
6
| – | – | ﹤0.01% | 2006 |
|
|
2024
Q1 | $775 | Sell |
6
-8
| -57% | -$967 | ﹤0.01% | 2074 |
|
|
2023
Q4 | $1.6K | Buy |
14
+6
| +75% | +$599 | ﹤0.01% | 1957 |
|
|
2023
Q3 | $728 | Buy |
+8
| New | +$825 | ﹤0.01% | 2066 |
|
|
2023
Q2 | – | Sell |
-10
| Closed | -$1.05K | – | 2128 |
|
|
2023
Q1 | $1.05K | Hold |
10
| – | – | ﹤0.01% | 1985 |
|
|
2022
Q4 | $1.11K | Hold |
10
| – | – | ﹤0.01% | 1950 |
|
|
2022
Q3 | $0 | Sell |
10
-212
| -95% | -$19.3K | ﹤0.01% | 2625 |
|
|
2022
Q2 | $17K | Sell |
222
-2
| -0.9% | -$165 | ﹤0.01% | 1762 |
|
|
2022
Q1 | $19K | Sell |
224
-7
| -3% | -$671 | ﹤0.01% | 1839 |
|
|
2021
Q4 | $27K | Buy |
231
+9
| +4% | +$1.12K | ﹤0.01% | 1738 |
|
|
2021
Q3 | $26K | Hold |
222
| – | – | ﹤0.01% | 1796 |
|
|
2021
Q2 | $26K | Sell |
222
-1,588
| -88% | -$181K | ﹤0.01% | 1787 |
|
|
2021
Q1 | $200K | Buy |
1,810
+10
| +0.6% | +$1.01K | 0.01% | 965 |
|
|
2020
Q4 | $22K | Buy |
1,800
+1,463
| +434% | +$138K | ﹤0.01% | 1860 |
|
|
2020
Q3 | $27K | Hold |
337
| – | – | ﹤0.01% | 1522 |
|
|
2020
Q2 | $21K | Hold |
337
| – | – | ﹤0.01% | 1606 |
|
|
2020
Q1 | $22K | Sell |
337
-77
| -19% | -$6.07K | ﹤0.01% | 1478 |
|
|
2019
Q4 | $32K | Hold |
414
| – | – | ﹤0.01% | 1480 |
|
|
2019
Q3 | $33K | Sell |
414
-7
| -2% | -$550 | ﹤0.01% | 1382 |
|
|
2019
Q2 | $35K | Sell |
421
-50
| -11% | -$3.98K | ﹤0.01% | 1372 |
|
|
2019
Q1 | $37K | Hold |
471
| – | – | ﹤0.01% | 1292 |
|
|
2018
Q4 | $30K | Sell |
471
-200
| -30% | -$13.8K | ﹤0.01% | 1337 |
|
|
2018
Q3 | $53K | Buy |
671
+182
| +37% | +$13.6K | ﹤0.01% | 1155 |
|
|
2018
Q2 | $32K | Hold |
489
| – | – | ﹤0.01% | 1264 |
|
|
2018
Q1 | $37K | Buy |
489
+200
| +69% | +$14.8K | ﹤0.01% | 1142 |
|
|
2017
Q4 | $19K | Hold |
289
| – | – | ﹤0.01% | 1417 |
|
|
2017
Q3 | $18K | Hold |
289
| – | – | ﹤0.01% | 1376 |
|
|
2017
Q2 | $16K | Hold |
289
| – | – | ﹤0.01% | 1366 |
|
|
2017
Q1 | $14K | Hold |
289
| – | – | ﹤0.01% | 1381 |
|
|
2016
Q4 | $14K | Hold |
289
| – | – | ﹤0.01% | 1337 |
|
|
2016
Q3 | $15K | Buy |
289
+147
| +104% | +$7.21K | ﹤0.01% | 1244 |
|
|
2016
Q2 | $6K | Hold |
142
| – | – | ﹤0.01% | 1490 |
|
|
2016
Q1 | $5K | Buy |
+142
| New | +$5.23K | ﹤0.01% | 1513 |
|
Other funds holding XYL
VCM
VPM
