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

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

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 1,111 shares of XLY stock, worth $235,143. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,111

Previous 1,517 26.76%

Holding current value

$235,143

Previous $299,000 26.76%

% of portfolio

0.01%

Previous 0.01%

38 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$192.6 - $233.2 $78,195 - $94,679	-406 Reduced 26.76%	1,111 $219,000
Q1 2025 May 07, 2025	BUY	$192.6 - $233.2 $70,106 - $84,884	364 Added 31.57%	1,517 $299,000
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

1,411

Shares Held

83.2M

Call Options Held

6.96M

Put Options Held

16.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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