Geneos Wealth Management Inc. Select Sector Spdr Consumer Di Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,153 shares of XLY stock, worth $266,273. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,153
Previous 2,475 53.41%
Holding current value
$266,273
Previous $495,000 47.88%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 21, 2025
SELL
$194.8 - $239.43 $257,525 - $316,526
-1,322 Reduced 53.41%
1,153 $258,000
Q3 2024

Nov 14, 2024
SELL
$170.05 - $200.86 $8,332 - $9,842
-49 Reduced 1.94%
2,475 $495,000
Q2 2024

Jul 23, 2024
SELL
$169.76 - $184.45 $7,978 - $8,669
-47 Reduced 1.83%
2,524 $460,000
Q1 2024

May 03, 2024
BUY
$170.9 - $185.02 $96,558 - $104,536
565 Added 28.17%
2,571 $472,000
Q4 2023

Jan 26, 2024
BUY
$148.04 - $181.41 $68,838 - $84,355
465 Added 30.18%
2,006 $358,000
Q3 2023

Oct 11, 2023
SELL
$158.36 - $176.97 $4.28 Million - $4.78 Million
-27,013 Reduced 94.6%
1,541 $248,000
Q2 2023

Aug 08, 2023
BUY
$143.54 - $169.81 $3.94 Million - $4.67 Million
27,481 Added 2561.14%
28,554 $4.85 Million
Q1 2023

Apr 25, 2023
SELL
$128.39 - $156.16 $46,220 - $56,217
-360 Reduced 25.12%
1,073 $160,000
Q4 2022

Jan 30, 2023
SELL
$126.26 - $147.57 $10,353 - $12,100
-82 Reduced 5.41%
1,433 $185,000
Q3 2022

Nov 14, 2022
SELL
$140.01 - $172.97 $43,403 - $53,620
-310 Reduced 16.99%
1,515 $215,000
Q2 2022

Jul 22, 2022
SELL
$134.63 - $189.39 $88,048 - $123,861
-654 Reduced 26.38%
1,825 $0
Q1 2022

May 16, 2022
SELL
$163.19 - $210.31 $873,882 - $1.13 Million
-5,355 Reduced 68.36%
2,479 $458,000
Q4 2021

Feb 09, 2022
SELL
$179.37 - $211.42 $5.35 Million - $6.3 Million
-29,822 Reduced 79.2%
7,834 $1.6 Million
Q3 2021

Nov 09, 2021
BUY
$175.93 - $185.89 $6.49 Million - $6.86 Million
36,912 Added 4961.29%
37,656 $6.81 Million
Q2 2021

Jul 08, 2021
SELL
$166.65 - $179.87 $166,483 - $179,690
-999 Reduced 57.31%
744 $134,000
Q1 2021

Jun 17, 2021
SELL
$155.83 - $173.21 $625,813 - $695,611
-4,016 Reduced 69.73%
1,743 $311,000
Q4 2020

May 19, 2021
SELL
$142.97 - $160.78 $280,364 - $315,289
-1,961 Reduced 25.4%
5,759 $810,000
Q3 2020

Sep 07, 2021
SELL
$129.0 - $153.76 $1.11 Million - $1.33 Million
-8,618 Reduced 52.75%
7,720 $1.11 Million
Q2 2020

Sep 07, 2021
SELL
$92.41 - $133.25 $24,673 - $35,577
-267 Reduced 1.61%
16,338 $2.02 Million
Q1 2020

Sep 07, 2021
SELL
$87.45 - $132.32 $58,591 - $88,654
-670 Reduced 3.88%
16,605 $1.63 Million
Q4 2019

Sep 07, 2021
BUY
$117.45 - $126.06 $114,748 - $123,160
977 Added 5.99%
17,275 $2.18 Million
Q3 2019

Sep 07, 2021
SELL
$119.52 - $123.67 $53,305 - $55,156
-446 Reduced 2.66%
16,298 $1.95 Million
Q2 2019

Sep 07, 2021
SELL
N/A
-421 Reduced 2.45%
16,744 $2 Million
Q1 2019

Sep 07, 2021
BUY
N/A
5,983 Added 53.51%
17,165 $1.95 Million
Q4 2018

Sep 07, 2021
SELL
N/A
-29,296 Reduced 72.38%
11,182 $1.1 Million
Q3 2018

Sep 07, 2021
SELL
N/A
-3,872 Reduced 8.73%
40,478 $4.74 Million
Q2 2018

Sep 07, 2021
SELL
N/A
-2,163 Reduced 4.65%
44,350 $4.85 Million
Q1 2018

Sep 07, 2021
SELL
N/A
-2,331 Reduced 4.77%
46,513 $4.71 Million
Q4 2017

Sep 07, 2021
SELL
N/A
-1,887 Reduced 3.72%
48,844 $4.82 Million
Q3 2017

Sep 07, 2021
SELL
N/A
-4,139 Reduced 7.54%
50,731 $4.57 Million
Q2 2017

Sep 07, 2021
SELL
N/A
-262 Reduced 0.48%
54,870 $4.92 Million
Q1 2017

Sep 07, 2021
SELL
N/A
-1,153 Reduced 2.05%
55,132 $4.85 Million
Q4 2016

Sep 07, 2021
BUY
N/A
299 Added 0.53%
56,285 $4.58 Million
Q3 2016

Sep 07, 2021
SELL
N/A
-3,630 Reduced 6.09%
55,986 $4.48 Million
Q2 2016

Sep 07, 2021
BUY
N/A
56,260 Added 1676.4%
59,616 $4.7 Million
Q1 2016

Sep 07, 2021
BUY
N/A
3,356
3,356 $266,000

Others Institutions Holding XLY

# of Institutions
1,341
Shares Held
76.7M
Call Options Held
7.35M
Put Options Held
17.7M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email