Genesis Wealth Advisors, LLC Energy Sector Spdr Transaction History

Genesis Wealth Advisors, LLC

  • $123 Billion
  • Q1 2025

A detailed history of Genesis Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 37,834 shares of XLE stock, worth $3.05 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares
37,834
Previous 36,729 3.01%
Holding current value
$3.05 Million
Previous $3.15 Billion 12.38%
% of portfolio
2.86%
Previous 2.74%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$85.7 - $93.96 $94,698 - $103,825
1,105 Added 3.01%
37,834 $3.54 Billion
Q4 2024

Feb 04, 2025
BUY
$83.32 - $97.27 $3.06 Million - $3.57 Million
36,729 New
36,729 $3.15 Billion

Others Institutions Holding XLE

# of Institutions
2,188
Shares Held
230M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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