Geneos Wealth Management Inc. Select Sector Spdr Fd Material Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 926 shares of XLB stock, worth $82,089. This represents 0.0% of its overall portfolio holdings.

Number of Shares
926
Previous 3,816 75.73%
Holding current value
$82,089
Previous $367,000 79.02%
% of portfolio
0.0%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$83.8 - $97.58 $242,182 - $282,006
-2,890 Reduced 75.73%
926 $77,000
Q1 2024

May 03, 2024
BUY
$80.98 - $92.89 $234,032 - $268,452
2,890 Added 312.1%
3,816 $354,000
Q4 2023

Jan 26, 2024
SELL
$74.46 - $86.21 $52,047 - $60,260
-699 Reduced 43.02%
926 $79,000
Q3 2023

Oct 11, 2023
BUY
$77.84 - $85.72 $8,562 - $9,429
110 Added 7.26%
1,625 $127,000
Q2 2023

Aug 08, 2023
SELL
$75.02 - $82.87 $1,350 - $1,491
-18 Reduced 1.17%
1,515 $125,000
Q1 2023

Apr 25, 2023
SELL
$75.51 - $85.21 $8,306 - $9,373
-110 Reduced 6.7%
1,533 $123,000
Q4 2022

Jan 30, 2023
BUY
$68.18 - $83.76 $8,454 - $10,386
124 Added 8.16%
1,643 $127,000
Q3 2022

Nov 14, 2022
SELL
$67.32 - $81.52 $2,962 - $3,586
-44 Reduced 2.82%
1,519 $103,000
Q2 2022

Jul 22, 2022
SELL
$73.54 - $90.55 $5.06 Million - $6.23 Million
-68,783 Reduced 97.78%
1,563 $0
Q1 2022

May 16, 2022
BUY
$79.77 - $90.53 $5.47 Million - $6.21 Million
68,619 Added 3973.31%
70,346 $6.2 Million
Q4 2021

Feb 09, 2022
BUY
$80.02 - $90.61 $3,040 - $3,443
38 Added 2.25%
1,727 $156,000
Q3 2021

Nov 09, 2021
BUY
$79.11 - $86.51 $87,732 - $95,939
1,109 Added 191.21%
1,689 $135,000
Q2 2021

Jul 08, 2021
BUY
$79.26 - $88.68 $3,487 - $3,901
44 Added 8.21%
580 $48,000
Q4 2020

May 19, 2021
SELL
$61.94 - $72.39 $1,734 - $2,026
-28 Reduced 4.96%
536 $42,000
Q2 2020

Sep 07, 2021
BUY
$42.61 - $59.91 $12,783 - $17,973
300 Added 113.64%
564 $30,000
Q1 2020

Sep 07, 2021
SELL
$38.35 - $61.14 $9,740 - $15,529
-254 Reduced 49.03%
264 $11,000
Q2 2019

Sep 07, 2021
SELL
N/A
-375 Reduced 41.99%
518 $30,000
Q1 2019

Sep 07, 2021
BUY
N/A
14 Added 1.59%
893 $49,000
Q4 2018

Sep 07, 2021
SELL
N/A
-125 Reduced 12.45%
879 $44,000
Q3 2018

Sep 07, 2021
BUY
N/A
28 Added 2.87%
1,004 $58,000
Q1 2018

Sep 07, 2021
SELL
N/A
-28 Reduced 2.79%
976 $55,000
Q4 2017

Sep 07, 2021
BUY
N/A
114 Added 12.81%
1,004 $60,000
Q3 2017

Sep 07, 2021
BUY
N/A
275 Added 44.72%
890 $50,000
Q2 2017

Sep 07, 2021
BUY
N/A
615 New
615 $33,000
Q1 2017

Sep 07, 2021
SELL
N/A
-91 Closed
0 $0
Q4 2016

Sep 07, 2021
SELL
N/A
-34 Reduced 27.2%
91 $4,000
Q3 2016

Sep 07, 2021
SELL
N/A
-1,392 Reduced 91.76%
125 $5,000
Q1 2016

Sep 07, 2021
BUY
N/A
1,517
1,517 $68,000

Others Institutions Holding XLB

# of Institutions
950
Shares Held
62.1M
Call Options Held
9.93M
Put Options Held
12.9M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

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