A detailed history of Geneos Wealth Management Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 132,539 shares of XLF stock, worth $6.43 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
132,539
Previous 72,106 83.81%
Holding current value
$6.43 Million
Previous $2.96 Million 102.63%
% of portfolio
0.23%
Previous 0.13%

Shares

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

Nov 14, 2024

BUY
$40.84 - $45.74 $2.47 Million - $2.76 Million
60,433 Added 83.81%
132,539 $6.01 Million
Q2 2024

Jul 23, 2024

SELL
$39.59 - $42.49 $5.29 Million - $5.67 Million
-133,538 Reduced 64.94%
72,106 $2.96 Million
Q1 2024

May 03, 2024

SELL
$37.27 - $42.12 $2.63 Million - $2.97 Million
-70,615 Reduced 25.56%
205,644 $8.66 Million
Q4 2023

Jan 26, 2024

BUY
$31.45 - $37.72 $6.71 Million - $8.05 Million
213,307 Added 338.84%
276,259 $10.4 Million
Q3 2023

Oct 11, 2023

SELL
$33.17 - $35.6 $23,418 - $25,133
-706 Reduced 1.11%
62,952 $2.09 Million
Q2 2023

Aug 08, 2023

BUY
$31.55 - $33.71 $205,769 - $219,856
6,522 Added 11.41%
63,658 $2.15 Million
Q1 2023

Apr 25, 2023

SELL
$30.98 - $37.0 $87,642 - $104,673
-2,829 Reduced 4.72%
57,136 $1.84 Million
Q4 2022

Jan 30, 2023

BUY
$30.29 - $36.31 $128,338 - $153,845
4,237 Added 7.6%
59,965 $2.05 Million
Q3 2022

Nov 14, 2022

SELL
$30.36 - $35.81 $5.55 Million - $6.55 Million
-182,799 Reduced 76.64%
55,728 $1.69 Million
Q2 2022

Jul 22, 2022

BUY
$30.84 - $38.22 $882,178 - $1.09 Million
28,605 Added 13.63%
238,527 $0
Q1 2022

May 16, 2022

BUY
$35.66 - $41.42 $5.78 Million - $6.71 Million
162,002 Added 338.07%
209,922 $8.04 Million
Q4 2021

Feb 09, 2022

BUY
$37.54 - $40.62 $181,881 - $196,803
4,845 Added 11.25%
47,920 $1.87 Million
Q3 2021

Nov 09, 2021

BUY
$35.11 - $39.0 $173,443 - $192,660
4,940 Added 12.95%
43,075 $1.64 Million
Q2 2021

Jul 08, 2021

SELL
$34.47 - $38.47 $286,618 - $319,878
-8,315 Reduced 17.9%
38,135 $1.41 Million
Q1 2021

Jun 17, 2021

SELL
$28.95 - $34.77 $72,346 - $86,890
-2,499 Reduced 5.11%
46,450 $1.7 Million
Q4 2020

May 19, 2021

BUY
$23.61 - $29.48 $648,401 - $809,609
27,463 Added 127.82%
48,949 $1.26 Million
Q3 2020

Sep 07, 2021

SELL
$22.68 - $25.49 $26,467 - $29,746
-1,167 Reduced 5.15%
21,486 $504,000
Q2 2020

Sep 07, 2021

BUY
$19.55 - $26.74 $111,063 - $151,909
5,681 Added 33.47%
22,653 $511,000
Q1 2020

Sep 07, 2021

BUY
$17.66 - $31.17 $14,640 - $25,839
829 Added 5.14%
16,972 $356,000
Q4 2019

Sep 07, 2021

BUY
$26.78 - $30.94 $29,618 - $34,219
1,106 Added 7.36%
16,143 $496,000
Q3 2019

Sep 07, 2021

SELL
$27.86 - $28.52 $86,951 - $89,010
-3,121 Reduced 17.19%
15,037 $422,000
Q2 2019

Sep 07, 2021

SELL
N/A
-4,899 Reduced 21.25%
18,158 $501,000
Q1 2019

Sep 07, 2021

SELL
N/A
-1,576 Reduced 6.4%
23,057 $592,000
Q4 2018

Sep 07, 2021

SELL
N/A
-264,698 Reduced 91.49%
24,633 $581,000
Q3 2018

Sep 07, 2021

BUY
N/A
100,262 Added 53.03%
289,331 $7.98 Million
Q2 2018

Sep 07, 2021

SELL
N/A
-102,195 Reduced 35.09%
189,069 $5.03 Million
Q1 2018

Sep 07, 2021

BUY
N/A
9,428 Added 3.35%
291,264 $8.03 Million
Q4 2017

Sep 07, 2021

SELL
N/A
-11,568 Reduced 3.94%
281,836 $7.87 Million
Q3 2017

Sep 07, 2021

SELL
N/A
-5,179 Reduced 1.73%
293,404 $7.59 Million
Q2 2017

Sep 07, 2021

BUY
N/A
7,154 Added 2.45%
298,583 $7.38 Million
Q1 2017

Sep 07, 2021

BUY
N/A
26,731 Added 10.1%
291,429 $6.96 Million
Q4 2016

Sep 07, 2021

BUY
N/A
219,807 Added 489.65%
264,698 $6.15 Million
Q3 2016

Sep 07, 2021

BUY
N/A
23,259 Added 107.52%
44,891 $868,000
Q2 2016

Sep 07, 2021

SELL
N/A
-6,466 Reduced 23.01%
21,632 $491,000
Q1 2016

Sep 07, 2021

BUY
N/A
28,098
28,098 $637,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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