Geneos Wealth Management Inc. Energy Sector Spdr Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 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 183,697 shares of XLE stock, worth $16.7 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
183,697
Previous 105,566 74.01%
Holding current value
$16.7 Million
Previous $8.85 Million 95.95%
% of portfolio
0.8%
Previous 0.44%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$82.68 - $94.08 $517,411 - $588,752
-6,258 Reduced 7.41%
78,221 $6.84 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-18,382 Reduced 17.87%
84,479 $6.08 Million
Q2 2022

Jul 22, 2022
BUY
N/A
7,762 Added 8.16%
102,861 $0
Q1 2022

May 16, 2022
BUY
N/A
48,069 Added 102.21%
95,099 $7.27 Million
Q4 2021

Feb 09, 2022
BUY
N/A
5,409 Added 13.0%
47,030 $2.61 Million
Q3 2021

Nov 09, 2021
BUY
N/A
634 Added 1.55%
41,621 $2.24 Million
Q2 2021

Jul 08, 2021
SELL
N/A
-13,049 Reduced 24.15%
40,987 $2.24 Million
Q1 2021

Jun 17, 2021
SELL
N/A
-721 Reduced 1.32%
54,036 $2.67 Million
Q4 2020

May 19, 2021
BUY
N/A
34,918 Added 176.01%
54,757 $1.94 Million
Q3 2020

Sep 07, 2021
SELL
N/A
-2,707 Reduced 12.01%
19,839 $598,000
Q2 2020

Sep 07, 2021
BUY
N/A
3,646 Added 19.29%
22,546 $823,000
Q1 2020

Sep 07, 2021
SELL
N/A
-14,902 Reduced 44.09%
18,900 $539,000
Q4 2019

Sep 07, 2021
BUY
N/A
9,983 Added 41.91%
33,802 $2.08 Million
Q3 2019

Sep 07, 2021
SELL
N/A
-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
2,026
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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