Geneos Wealth Management Inc. Spdr S&P Aerospace & Defense E Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 482 shares of XAR stock, worth $116,644. This represents 0.0% of its overall portfolio holdings.

Number of Shares
482
Previous 332 45.18%
Holding current value
$116,644
Previous $53,000 90.57%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$144.94 - $210.94 $21,741 - $31,641
150 Added 45.18%
482 $101,000
Q1 2025

May 21, 2025
SELL
$157.71 - $180.77 $49,520 - $56,761
-314 Reduced 48.61%
332 $53,000
Q1 2025

May 07, 2025
BUY
$157.71 - $180.77 $49,520 - $56,761
314 Added 94.58%
646 $103,000
Q4 2023

Jan 26, 2024
BUY
$109.6 - $136.33 $19,180 - $23,857
175 Added 111.46%
332 $44,000
Q3 2021

Nov 09, 2021
SELL
$115.91 - $132.64 $5,795 - $6,631
-50 Reduced 24.15%
157 $19,000
Q2 2021

Jul 08, 2021
SELL
$120.39 - $136.44 $5,176 - $5,866
-43 Reduced 17.2%
207 $27,000
Q4 2020

May 19, 2021
BUY
$84.3 - $116.2 $7,839 - $10,806
93 Added 59.24%
250 $31,000
Q1 2020

Sep 07, 2021
SELL
$63.48 - $119.15 $39,801 - $74,707
-627 Reduced 79.97%
157 $12,000
Q3 2019

Sep 07, 2021
BUY
$106.83 - $112.14 $43,159 - $45,304
404 Added 106.32%
784 $83,000
Q1 2019

Sep 07, 2021
BUY
N/A
180 Added 90.0%
380 $34,000
Q3 2018

Sep 07, 2021
SELL
N/A
-100 Reduced 33.33%
200 $19,000
Q4 2017

Sep 07, 2021
BUY
N/A
100 Added 50.0%
300 $25,000
Q3 2017

Sep 07, 2021
SELL
N/A
-100 Reduced 33.33%
200 $15,000
Q2 2017

Sep 07, 2021
BUY
N/A
300
300 $21,000

Others Institutions Holding XAR

# of Institutions
464
Shares Held
7.96M
Call Options Held
47.7K
Put Options Held
7.6K
View Full List

About SPDR S&P AEROSPACE & DEFENSE E

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