Geneos Wealth Management Inc. Consumer Staples Sector Spdr Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,745 shares of XLP stock, worth $284,769. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,745
Previous 44,887 91.66%
Holding current value
$284,769
Previous $3.41 Million 91.68%
% of portfolio
0.01%
Previous 0.13%

Shares

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

Jan 21, 2025
SELL
N/A
-41,142 Reduced 91.66%
3,745 $284,000
Q3 2024

Nov 14, 2024
BUY
$76.04 - $76.04 $3.02 Million - $3.02 Million
39,733 Added 770.92%
44,887 $3.41 Million
Q2 2024

Jul 23, 2024
SELL
$73.08 - $78.4 $13,519 - $14,504
-185 Reduced 3.47%
5,154 $394,000
Q1 2024

May 03, 2024
SELL
$71.59 - $76.36 $272,972 - $291,160
-3,813 Reduced 41.66%
5,339 $407,000
Q4 2023

Jan 26, 2024
BUY
$66.22 - $72.3 $33,904 - $37,017
512 Added 5.93%
9,152 $659,000
Q3 2023

Oct 11, 2023
BUY
$68.8 - $76.1 $140,283 - $155,167
2,039 Added 30.89%
8,640 $594,000
Q2 2023

Aug 08, 2023
BUY
$72.59 - $77.5 $17,421 - $18,600
240 Added 3.77%
6,601 $489,000
Q1 2023

Apr 25, 2023
SELL
$71.11 - $75.78 $11,733 - $12,503
-165 Reduced 2.53%
6,361 $475,000
Q4 2022

Jan 30, 2023
BUY
$71.53 - $77.19 $92,845 - $100,192
1,298 Added 24.83%
6,526 $486,000
Q3 2022

Nov 14, 2022
SELL
N/A
-6,398 Reduced 55.03%
5,228 $348,000
Q2 2022

Jul 22, 2022
SELL
N/A
-2,799 Reduced 19.4%
11,626 $0
Q1 2022

May 16, 2022
BUY
N/A
4,235 Added 41.56%
14,425 $1.09 Million
Q4 2021

Feb 09, 2022
SELL
N/A
-345 Reduced 3.27%
10,190 $785,000
Q3 2021

Nov 09, 2021
BUY
N/A
1 Added 0.01%
10,535 $727,000
Q2 2021

Jul 08, 2021
BUY
N/A
2,245 Added 27.08%
10,534 $736,000
Q1 2021

Jun 17, 2021
BUY
N/A
11 Added 0.13%
8,289 $591,000
Q4 2020

May 19, 2021
SELL
N/A
-3,076 Reduced 27.09%
8,278 $561,000
Q3 2020

Sep 07, 2021
SELL
N/A
-26,951 Reduced 70.36%
11,354 $715,000
Q2 2020

Sep 07, 2021
BUY
N/A
21,400 Added 126.59%
38,305 $2.19 Million
Q1 2020

Sep 07, 2021
SELL
N/A
-38,875 Reduced 69.69%
16,905 $904,000
Q4 2019

Sep 07, 2021
SELL
N/A
-4,613 Reduced 7.64%
55,780 $3.53 Million
Q3 2019

Sep 07, 2021
BUY
N/A
43,181 Added 250.88%
60,393 $3.69 Million
Q2 2019

Sep 07, 2021
SELL
N/A
-877 Reduced 4.85%
17,212 $999,000
Q1 2019

Sep 07, 2021
SELL
N/A
-8,897 Reduced 32.97%
18,089 $1.01 Million
Q4 2018

Sep 07, 2021
BUY
N/A
18,178 Added 206.38%
26,986 $1.36 Million
Q3 2018

Sep 07, 2021
BUY
N/A
2,063 Added 30.59%
8,808 $475,000
Q2 2018

Sep 07, 2021
SELL
N/A
-1,646 Reduced 19.62%
6,745 $347,000
Q1 2018

Sep 07, 2021
SELL
N/A
-1,846 Reduced 18.03%
8,391 $441,000
Q4 2017

Sep 07, 2021
BUY
N/A
16 Added 0.16%
10,237 $582,000
Q3 2017

Sep 07, 2021
SELL
N/A
-1,375 Reduced 11.86%
10,221 $551,000
Q2 2017

Sep 07, 2021
SELL
N/A
-1,165 Reduced 9.13%
11,596 $637,000
Q1 2017

Sep 07, 2021
BUY
N/A
1,006 Added 8.56%
12,761 $694,000
Q4 2016

Sep 07, 2021
BUY
N/A
70 Added 0.6%
11,755 $607,000
Q3 2016

Sep 07, 2021
BUY
N/A
2,303 Added 24.55%
11,685 $621,000
Q2 2016

Sep 07, 2021
SELL
N/A
-3,143 Reduced 25.09%
9,382 $515,000
Q1 2016

Sep 07, 2021
BUY
N/A
12,525
12,525 $671,000

Others Institutions Holding XLP

# of Institutions
1,315
Shares Held
169M
Call Options Held
13.4M
Put Options Held
18.7M
View Full List

About CONSUMER STAPLES SECTOR SPDR

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