SPDR KBW Regional Banking shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of SPDR KBW Regional Banking (KRE) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in SPDR KBW Regional Banking
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Quarterly reported holdings in SPDR KBW Regional Banking by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 59k | 63.30 |
| 2025-06-30 | $1.8M | 30k | 59.39 |
| 2025-03-31 | $1.7M | 30k | 56.85 |
| 2024-12-31 | $1.8M | 30k | 60.35 |
| 2024-09-30 | $1.7M | 30k | 56.60 |
| 2024-06-30 | $1.5M | 30k | 49.10 |
| 2024-03-31 | $1.5M | 30k | 50.28 |
| 2023-12-31 | $1.4M | 27k | 52.43 |
| 2023-09-30 | $1.1M | 26k | 41.77 |
| 2023-06-30 | $1.0M | 26k | 40.83 |
| 2023-03-31 | $904k | 21k | 43.86 |
| 2022-12-31 | $1.4M | 24k | 58.74 |
| 2022-09-30 | $785k | 13k | 58.81 |
| 2022-06-30 | $988k | 17k | 59.05 |
| 2022-03-31 | $1.0M | 15k | 68.89 |
| 2021-12-31 | $1.5M | 22k | 70.83 |
| 2021-09-30 | $910k | 13k | 69.35 |
| 2021-06-30 | $850k | 13k | 65.32 |
| 2021-03-31 | $1.7M | 25k | 68.36 |
| 2020-12-31 | $997k | 27k | 37.25 |
| 2020-09-30 | $108k | 3.2k | 34.27 |
| 2020-06-30 | $86k | 2.4k | 35.76 |
| 2020-03-31 | $167k | 5.0k | 33.21 |
| 2019-12-31 | $134k | 2.3k | 57.78 |
| 2019-09-30 | $123k | 2.3k | 53.04 |
| 2019-06-30 | $290k | 5.4k | 53.33 |
| 2019-03-31 | $269k | 5.3k | 51.23 |
| 2018-12-31 | $325k | 6.8k | 47.65 |
| 2018-09-30 | $429k | 7.2k | 59.34 |
| 2018-06-30 | $310k | 5.1k | 60.99 |
| 2018-03-31 | $1.2M | 21k | 60.34 |
| 2017-12-31 | $185k | 3.2k | 58.54 |
| 2017-09-30 | $149k | 2.6k | 56.74 |
| 2017-06-30 | $145k | 2.6k | 54.74 |
| 2017-03-31 | $2.6M | 47k | 54.90 |
| 2016-12-31 | $1.9M | 34k | 55.55 |
| 2016-09-30 | $52k | 1.2k | 42.21 |
| 2016-06-30 | $58k | 1.5k | 37.86 |
| 2016-03-31 | $70k | 1.9k | 37.29 |