A detailed history of Geneos Wealth Management Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 5,280 shares of XLI stock, worth $706,780. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,280
Previous 5,345 1.22%
Holding current value
$706,780
Previous $651,000 9.83%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$120.56 - $135.44 $7,836 - $8,803
-65 Reduced 1.22%
5,280 $715,000
Q2 2024

Jul 23, 2024

BUY
$120.47 - $125.94 $11,926 - $12,468
99 Added 1.89%
5,345 $651,000
Q1 2024

May 03, 2024

BUY
$110.23 - $125.96 $9,038 - $10,328
82 Added 1.59%
5,246 $660,000
Q4 2023

Jan 26, 2024

SELL
$96.44 - $114.13 $137,041 - $162,178
-1,421 Reduced 21.58%
5,164 $588,000
Q3 2023

Oct 11, 2023

SELL
$100.74 - $110.75 $15,312 - $16,834
-152 Reduced 2.26%
6,585 $667,000
Q2 2023

Aug 08, 2023

BUY
$96.85 - $107.32 $47,940 - $53,123
495 Added 7.93%
6,737 $723,000
Q1 2023

Apr 25, 2023

SELL
$96.51 - $103.67 $4.47 Million - $4.8 Million
-46,342 Reduced 88.13%
6,242 $631,000
Q4 2022

Jan 30, 2023

BUY
$84.74 - $102.33 $3.95 Million - $4.77 Million
46,592 Added 777.57%
52,584 $5.16 Million
Q3 2022

Nov 14, 2022

SELL
$82.84 - $100.53 $56,248 - $68,259
-679 Reduced 10.18%
5,992 $496,000
Q2 2022

Jul 22, 2022

SELL
$85.56 - $102.18 $34,566 - $41,280
-404 Reduced 5.71%
6,671 $0
Q1 2022

May 16, 2022

BUY
$95.6 - $107.05 $499,318 - $559,122
5,223 Added 282.02%
7,075 $728,000
Q4 2021

Feb 09, 2022

SELL
$98.64 - $107.12 $394 - $428
-4 Reduced 0.22%
1,852 $196,000
Q3 2021

Nov 09, 2021

BUY
$97.84 - $105.53 $36,102 - $38,940
369 Added 24.82%
1,856 $184,000
Q2 2021

Jul 08, 2021

SELL
$98.78 - $105.53 $848,520 - $906,502
-8,590 Reduced 85.24%
1,487 $153,000
Q4 2020

May 19, 2021

BUY
$74.87 - $89.65 $614,832 - $736,205
8,212 Added 440.32%
10,077 $145,000
Q3 2020

Sep 07, 2021

SELL
$67.14 - $79.9 $16,785 - $19,975
-250 Reduced 11.82%
1,865 $142,000
Q2 2020

Sep 07, 2021

BUY
$56.34 - $76.29 $6,591 - $8,925
117 Added 5.86%
2,115 $139,000
Q1 2020

Sep 07, 2021

SELL
$48.77 - $85.23 $2,194 - $3,835
-45 Reduced 2.2%
1,998 $117,000
Q4 2019

Sep 07, 2021

SELL
$74.07 - $82.5 $3,703 - $4,125
-50 Reduced 2.39%
2,043 $167,000
Q3 2019

Sep 07, 2021

SELL
$77.22 - $79.35 $21,621 - $22,218
-280 Reduced 11.8%
2,093 $162,000
Q2 2019

Sep 07, 2021

BUY
N/A
239 Added 11.2%
2,373 $183,000
Q1 2019

Sep 07, 2021

SELL
N/A
-1,707 Reduced 44.44%
2,134 $160,000
Q4 2018

Sep 07, 2021

BUY
N/A
1 Added 0.03%
3,841 $244,000
Q3 2018

Sep 07, 2021

BUY
N/A
200 Added 5.49%
3,840 $301,000
Q2 2018

Sep 07, 2021

SELL
N/A
-1,909 Reduced 34.4%
3,640 $260,000
Q1 2018

Sep 07, 2021

BUY
N/A
2,407 Added 76.61%
5,549 $412,000
Q4 2017

Sep 07, 2021

BUY
N/A
2,417 Added 333.38%
3,142 $237,000
Q3 2017

Sep 07, 2021

BUY
N/A
60 Added 9.02%
725 $51,000
Q2 2017

Sep 07, 2021

BUY
N/A
200 Added 43.01%
665 $45,000
Q1 2017

Sep 07, 2021

BUY
N/A
5 Added 1.09%
465 $30,000
Q4 2016

Sep 07, 2021

SELL
N/A
-37 Reduced 7.44%
460 $28,000
Q3 2016

Sep 07, 2021

BUY
N/A
235 Added 89.69%
497 $29,000
Q1 2016

Sep 07, 2021

BUY
N/A
262
262 $14,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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