Energy Select Sector SPDR shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $12M | 134k | 91.15 |
| 2024-03-31 | $17M | 184k | 94.41 |
| 2023-12-31 | $8.9M | 106k | 83.84 |
| 2023-09-30 | $12M | 129k | 90.39 |
| 2023-06-30 | $6.0M | 74k | 81.17 |
| 2023-03-31 | $6.5M | 79k | 82.83 |
| 2022-12-31 | $6.8M | 78k | 87.47 |
| 2022-09-30 | $6.1M | 85k | 72.02 |
| 2022-06-30 | $7.5M | 103k | 72.57 |
| 2022-03-31 | $7.3M | 95k | 76.44 |
| 2021-12-31 | $2.6M | 47k | 55.50 |
| 2021-09-30 | $2.2M | 42k | 53.82 |
| 2021-06-30 | $2.2M | 41k | 54.68 |
| 2021-03-31 | $2.7M | 54k | 49.37 |
| 2020-12-31 | $1.9M | 55k | 35.34 |
| 2020-09-30 | $598k | 20k | 30.14 |
| 2020-06-30 | $823k | 23k | 36.50 |
| 2020-03-31 | $539k | 19k | 28.52 |
| 2019-12-31 | $2.1M | 34k | 61.65 |
| 2019-09-30 | $1.4M | 24k | 59.62 |
| 2019-06-30 | $1.6M | 26k | 63.68 |
| 2019-03-31 | $1.5M | 23k | 66.12 |
| 2018-12-31 | $1.2M | 20k | 57.05 |
| 2018-09-30 | $1.9M | 26k | 75.72 |
| 2018-06-30 | $5.4M | 71k | 75.93 |
| 2018-03-31 | $4.2M | 62k | 67.40 |
| 2017-12-31 | $4.3M | 59k | 72.25 |
| 2017-09-30 | $3.1M | 45k | 68.27 |
| 2017-06-30 | $1.7M | 23k | 74.44 |
| 2017-03-31 | $1.5M | 22k | 69.68 |
| 2016-12-31 | $1.6M | 22k | 75.30 |
| 2016-09-30 | $1.5M | 22k | 70.58 |
| 2016-06-30 | $1.2M | 17k | 68.55 |
| 2016-03-31 | $2.2M | 35k | 61.06 |