Geneos Wealth Management Inc. Select Sector Spdr Fund Health Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 6,647 shares of XLV stock, worth $973,320. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,647
Previous 6,528 1.82%
Holding current value
$973,320
Previous $1.01 Million 9.05%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jan 21, 2025
BUY
$136.28 - $154.74 $16,217 - $18,414
119 Added 1.82%
6,647 $914,000
Q3 2024

Nov 14, 2024
SELL
$143.3 - $157.24 $33,532 - $36,794
-234 Reduced 3.46%
6,528 $1.01 Million
Q2 2024

Jul 23, 2024
SELL
$138.43 - $147.09 $31,146 - $33,095
-225 Reduced 3.22%
6,762 $985,000
Q1 2024

May 03, 2024
SELL
$138.48 - $147.86 $2.37 Million - $2.53 Million
-17,112 Reduced 71.01%
6,987 $1.03 Million
Q4 2023

Jan 26, 2024
SELL
$123.14 - $136.38 $13,545 - $15,001
-110 Reduced 0.45%
24,099 $3.29 Million
Q3 2023

Oct 11, 2023
BUY
$128.74 - $136.24 $2.28 Million - $2.42 Million
17,731 Added 273.71%
24,209 $3.12 Million
Q2 2023

Aug 08, 2023
BUY
$126.74 - $135.66 $36,247 - $38,798
286 Added 4.62%
6,478 $859,000
Q1 2023

Apr 25, 2023
SELL
$124.15 - $135.82 $4.99 Million - $5.46 Million
-40,188 Reduced 86.65%
6,192 $801,000
Q4 2022

Jan 30, 2023
BUY
$121.85 - $140.1 $3.7 Million - $4.26 Million
30,395 Added 190.15%
46,380 $6.3 Million
Q3 2022

Nov 14, 2022
SELL
$121.11 - $134.29 $4.11 Million - $4.56 Million
-33,959 Reduced 67.99%
15,985 $1.94 Million
Q2 2022

Jul 22, 2022
SELL
$119.89 - $142.83 $69,895 - $83,269
-583 Reduced 1.15%
49,944 $0
Q1 2022

May 16, 2022
BUY
$126.55 - $139.44 $5.25 Million - $5.78 Million
41,459 Added 457.2%
50,527 $6.92 Million
Q4 2021

Feb 09, 2022
BUY
$125.34 - $141.49 $35,721 - $40,324
285 Added 3.24%
9,068 $1.28 Million
Q3 2021

Nov 09, 2021
BUY
$127.07 - $136.85 $94,921 - $102,226
747 Added 9.3%
8,783 $1.12 Million
Q2 2021

Jul 08, 2021
SELL
$116.39 - $126.03 $131,637 - $142,539
-1,131 Reduced 12.34%
8,036 $1.03 Million
Q1 2021

Jun 17, 2021
SELL
$110.8 - $118.5 $14,625 - $15,642
-132 Reduced 1.42%
9,167 $1.11 Million
Q4 2020

May 19, 2021
SELL
$101.66 - $113.44 $14,130 - $15,768
-139 Reduced 1.47%
9,299 $967,000
Q3 2020

Sep 07, 2021
SELL
$100.71 - $109.44 $237,977 - $258,606
-2,363 Reduced 20.02%
9,438 $972,000
Q2 2020

Sep 07, 2021
SELL
$85.21 - $103.92 $203,651 - $248,368
-2,390 Reduced 16.84%
11,801 $1.15 Million
Q1 2020

Sep 07, 2021
SELL
$74.62 - $104.73 $580,842 - $815,218
-7,784 Reduced 35.42%
14,191 $1.21 Million
Q4 2019

Sep 07, 2021
SELL
$87.95 - $103.11 $572,906 - $671,658
-6,514 Reduced 22.86%
21,975 $2.26 Million
Q3 2019

Sep 07, 2021
SELL
$89.33 - $92.0 $50,650 - $52,164
-567 Reduced 1.95%
28,489 $2.54 Million
Q2 2019

Sep 07, 2021
SELL
N/A
-1,965 Reduced 6.33%
29,056 $2.69 Million
Q1 2019

Sep 07, 2021
SELL
N/A
-33,821 Reduced 52.16%
31,021 $2.85 Million
Q4 2018

Sep 07, 2021
BUY
N/A
28,826 Added 80.04%
64,842 $5.53 Million
Q3 2018

Sep 07, 2021
BUY
N/A
32,791 Added 1016.78%
36,016 $3.43 Million
Q2 2018

Sep 07, 2021
SELL
N/A
-1,893 Reduced 36.99%
3,225 $269,000
Q1 2018

Sep 07, 2021
SELL
N/A
-900 Reduced 14.96%
5,118 $416,000
Q4 2017

Sep 07, 2021
BUY
N/A
270 Added 4.7%
6,018 $497,000
Q3 2017

Sep 07, 2021
SELL
N/A
-2,271 Reduced 28.32%
5,748 $469,000
Q2 2017

Sep 07, 2021
SELL
N/A
-768 Reduced 8.74%
8,019 $635,000
Q1 2017

Sep 07, 2021
SELL
N/A
-1,270 Reduced 12.63%
8,787 $651,000
Q4 2016

Sep 07, 2021
SELL
N/A
-723 Reduced 6.71%
10,057 $693,000
Q3 2016

Sep 07, 2021
BUY
N/A
3,950 Added 57.83%
10,780 $777,000
Q2 2016

Sep 07, 2021
BUY
N/A
463 Added 7.27%
6,830 $492,000
Q1 2016

Sep 07, 2021
BUY
N/A
6,367
6,367 $436,000

Others Institutions Holding XLV

# of Institutions
1,935
Shares Held
207M
Call Options Held
11.1M
Put Options Held
16.6M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

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