Geneos Wealth Management’s Xylem XYL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$156K	Buy	1,208 +1,193	+7,953%	+$154K	﹤0.01%	1089
2025 Q1	$2.51K	Buy	15 +6	+67%	+$1K	﹤0.01%	2937
2024 Q4	$1.04K	Hold	9	–	–	﹤0.01%	2759
2024 Q3	$1.22K	Buy	9 +3	+50%	+$405	﹤0.01%	2403
2024 Q2	$814	Hold	6	–	–	﹤0.01%	2006
2024 Q1	$775	Sell	6 -8	-57%	-$1.03K	﹤0.01%	2074
2023 Q4	$1.6K	Buy	14 +6	+75%	+$686	﹤0.01%	1957
2023 Q3	$728	Buy	+8	New	+$728	﹤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%	–	﹤0.01%	2624
2022 Q2	$17K	Sell	222 -2	-0.9%	-$153	﹤0.01%	1762
2022 Q1	$19K	Sell	224 -7	-3%	-$594	﹤0.01%	1839
2021 Q4	$27K	Buy	231 +9	+4%	+$1.05K	﹤0.01%	1738
2021 Q3	$26K	Hold	222	–	–	﹤0.01%	1796
2021 Q2	$26K	Sell	222 -1,588	-88%	-$186K	﹤0.01%	1787
2021 Q1	$200K	Buy	1,810 +10	+0.6%	+$1.11K	0.01%	965
2020 Q4	$22K	Buy	1,800 +1,463	+434%	+$17.9K	﹤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%	-$5.03K	﹤0.01%	1478
2019 Q4	$32K	Hold	414	–	–	﹤0.01%	1480
2019 Q3	$33K	Sell	414 -7	-2%	-$558	﹤0.01%	1382
2019 Q2	$35K	Sell	421 -50	-11%	-$4.16K	﹤0.01%	1372
2019 Q1	$37K	Hold	471	–	–	﹤0.01%	1292
2018 Q4	$30K	Sell	471 -200	-30%	-$12.7K	﹤0.01%	1337
2018 Q3	$53K	Buy	671 +182	+37%	+$14.4K	﹤0.01%	1155
2018 Q2	$32K	Hold	489	–	–	﹤0.01%	1264
2018 Q1	$37K	Buy	489 +200	+69%	+$15.1K	﹤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%	1336
2016 Q3	$15K	Buy	289 +147	+104%	+$7.63K	﹤0.01%	1244
2016 Q2	$6K	Hold	142	–	–	﹤0.01%	1490
2016 Q1	$5K	Buy	+142	New	+$5K	﹤0.01%	1514