Financial Select Sector SPDR shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.0M | 72k | 41.11 |
| 2024-03-31 | $8.7M | 206k | 42.12 |
| 2023-12-31 | $10M | 276k | 37.60 |
| 2023-09-30 | $2.1M | 63k | 33.17 |
| 2023-06-30 | $2.1M | 64k | 33.71 |
| 2023-03-31 | $1.8M | 57k | 32.15 |
| 2022-12-31 | $2.1M | 60k | 34.20 |
| 2022-09-30 | $1.7M | 56k | 30.34 |
| 2022-06-30 | $7.6M | 239k | 31.88 |
| 2022-03-31 | $8.0M | 210k | 38.32 |
| 2021-12-31 | $1.9M | 48k | 39.04 |
| 2021-09-30 | $1.6M | 43k | 38.14 |
| 2021-06-30 | $1.4M | 38k | 36.92 |
| 2021-03-31 | $1.7M | 47k | 36.56 |
| 2020-12-31 | $1.3M | 49k | 25.82 |
| 2020-09-30 | $504k | 22k | 23.46 |
| 2020-06-30 | $511k | 23k | 22.56 |
| 2020-03-31 | $356k | 17k | 20.98 |
| 2019-12-31 | $496k | 16k | 30.73 |
| 2019-09-30 | $422k | 15k | 28.06 |
| 2019-06-30 | $501k | 18k | 27.59 |
| 2019-03-31 | $592k | 23k | 25.68 |
| 2018-12-31 | $581k | 25k | 23.59 |
| 2018-09-30 | $8.0M | 289k | 27.58 |
| 2018-06-30 | $5.0M | 189k | 26.59 |
| 2018-03-31 | $8.0M | 291k | 27.57 |
| 2017-12-31 | $7.9M | 282k | 27.91 |
| 2017-09-30 | $7.6M | 293k | 25.86 |
| 2017-06-30 | $7.4M | 299k | 24.72 |
| 2017-03-31 | $7.0M | 291k | 23.90 |
| 2016-12-31 | $6.2M | 265k | 23.25 |
| 2016-09-30 | $868k | 45k | 19.34 |
| 2016-06-30 | $491k | 22k | 22.70 |
| 2016-03-31 | $637k | 28k | 22.67 |