Geneos Wealth Management Inc. Energy Sector Spdr Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 87,688 shares of XLE stock, worth $7.38 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
87,688
Previous 133,946 34.53%
Holding current value
$7.38 Million
Previous $12.2 Million 36.94%
% of portfolio
0.3%
Previous 0.55%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$84.35 - $93.39 $3.9 Million - $4.32 Million
-46,258 Reduced 34.53%
87,688 $7.7 Million
Q2 2024

Jul 23, 2024
SELL
$88.04 - $98.08 $4.38 Million - $4.88 Million
-49,751 Reduced 27.08%
133,946 $12.2 Million
Q1 2024

May 03, 2024
BUY
$79.91 - $94.41 $6.24 Million - $7.38 Million
78,131 Added 74.01%
183,697 $17.3 Million
Q4 2023

Jan 26, 2024
SELL
$81.2 - $91.96 $1.87 Million - $2.12 Million
-23,038 Reduced 17.91%
105,566 $8.85 Million
Q3 2023

Oct 11, 2023
BUY
$79.09 - $93.36 $4.3 Million - $5.08 Million
54,428 Added 73.38%
128,604 $11.6 Million
Q2 2023

Aug 08, 2023
SELL
$76.59 - $87.23 $349,403 - $397,943
-4,562 Reduced 5.79%
74,176 $6.02 Million
Q1 2023

Apr 25, 2023
BUY
$76.97 - $93.11 $39,793 - $48,137
517 Added 0.66%
78,738 $6.52 Million
Q4 2022

Jan 30, 2023
SELL
$76.09 - $94.08 $476,171 - $588,752
-6,258 Reduced 7.41%
78,221 $6.84 Million
Q3 2022

Nov 14, 2022
SELL
$67.49 - $84.09 $1.24 Million - $1.55 Million
-18,382 Reduced 17.87%
84,479 $6.08 Million
Q2 2022

Jul 22, 2022
BUY
$70.66 - $92.28 $548,462 - $716,277
7,762 Added 8.16%
102,861 $0
Q1 2022

May 16, 2022
BUY
$57.22 - $78.75 $2.75 Million - $3.79 Million
48,069 Added 102.21%
95,099 $7.27 Million
Q4 2021

Feb 09, 2022
BUY
$53.01 - $59.14 $286,731 - $319,888
5,409 Added 13.0%
47,030 $2.61 Million
Q3 2021

Nov 09, 2021
BUY
$45.79 - $54.81 $29,030 - $34,749
634 Added 1.55%
41,621 $2.24 Million
Q2 2021

Jul 08, 2021
SELL
$47.07 - $56.19 $614,216 - $733,223
-13,049 Reduced 24.15%
40,987 $2.24 Million
Q1 2021

Jun 17, 2021
SELL
$37.96 - $53.57 $27,369 - $38,623
-721 Reduced 1.32%
54,036 $2.67 Million
Q4 2020

May 19, 2021
BUY
$27.71 - $41.6 $967,577 - $1.45 Million
34,918 Added 176.01%
54,757 $1.94 Million
Q3 2020

Sep 07, 2021
SELL
$29.95 - $38.58 $81,074 - $104,436
-2,707 Reduced 12.01%
19,839 $598,000
Q2 2020

Sep 07, 2021
BUY
$27.62 - $46.86 $100,702 - $170,851
3,646 Added 19.29%
22,546 $823,000
Q1 2020

Sep 07, 2021
SELL
$23.57 - $60.87 $351,240 - $907,084
-14,902 Reduced 44.09%
18,900 $539,000
Q4 2019

Sep 07, 2021
BUY
$55.9 - $61.99 $558,049 - $618,846
9,983 Added 41.91%
33,802 $2.08 Million
Q3 2019

Sep 07, 2021
SELL
$59.2 - $63.13 $101,528 - $108,267
-1,715 Reduced 6.72%
23,819 $1.42 Million
Q2 2019

Sep 07, 2021
BUY
N/A
2,107 Added 8.99%
25,534 $1.63 Million
Q1 2019

Sep 07, 2021
BUY
N/A
3,234 Added 16.02%
23,427 $1.55 Million
Q4 2018

Sep 07, 2021
SELL
N/A
-5,466 Reduced 21.3%
20,193 $1.15 Million
Q3 2018

Sep 07, 2021
SELL
N/A
-45,508 Reduced 63.95%
25,659 $1.94 Million
Q2 2018

Sep 07, 2021
BUY
N/A
9,279 Added 14.99%
71,167 $5.4 Million
Q1 2018

Sep 07, 2021
BUY
N/A
2,930 Added 4.97%
61,888 $4.17 Million
Q4 2017

Sep 07, 2021
BUY
N/A
14,121 Added 31.49%
58,958 $4.26 Million
Q3 2017

Sep 07, 2021
BUY
N/A
22,321 Added 99.13%
44,837 $3.06 Million
Q2 2017

Sep 07, 2021
BUY
N/A
587 Added 2.68%
22,516 $1.68 Million
Q1 2017

Sep 07, 2021
BUY
N/A
111 Added 0.51%
21,929 $1.53 Million
Q4 2016

Sep 07, 2021
BUY
N/A
127 Added 0.59%
21,818 $1.64 Million
Q3 2016

Sep 07, 2021
BUY
N/A
4,522 Added 26.34%
21,691 $1.53 Million
Q2 2016

Sep 07, 2021
SELL
N/A
-18,225 Reduced 51.49%
17,169 $1.18 Million
Q1 2016

Sep 07, 2021
BUY
N/A
35,394
35,394 $2.16 Million

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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