Geneos Wealth Management »

Industrial SPDR shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

All positions including Industrial SPDR held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Industrial SPDR by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.4M 24k 185.23
2026-03-31 $862k 5.3k 161.72
2025-12-31 $2.7M 18k 155.12
2025-09-30 $772k 5.0k 154.23
2025-06-30 $743k 5.0k 147.52
2025-03-31 $659k 5.0k 131.07
2024-12-31 $699k 5.3k 131.76
2024-09-30 $715k 5.3k 135.44
2024-06-30 $651k 5.3k 121.87
2024-03-31 $661k 5.2k 125.96
2023-12-31 $589k 5.2k 113.99
2023-09-30 $668k 6.6k 101.38
2023-06-30 $723k 6.7k 107.31
2023-03-31 $632k 6.2k 101.18
2022-12-31 $5.2M 53k 98.21
2022-09-30 $496k 6.0k 82.78
2022-06-30 $587k 6.7k 87.99
2022-03-31 $728k 7.1k 102.90
2021-12-31 $196k 1.9k 105.83
2021-09-30 $184k 1.9k 99.14
2021-06-30 $153k 1.5k 102.89
2021-03-31 $1.0M 10k 101.92
2020-12-31 $145k 10k 14.39
2020-09-30 $142k 1.9k 76.14
2020-06-30 $139k 2.1k 65.72
2020-03-31 $117k 2.0k 58.56
2019-12-31 $167k 2.0k 81.74
2019-09-30 $162k 2.1k 77.40
2019-06-30 $183k 2.4k 77.12
2019-03-31 $160k 2.1k 74.98
2018-12-31 $244k 3.8k 63.53
2018-09-30 $301k 3.8k 78.39
2018-06-30 $260k 3.6k 71.43
2018-03-31 $412k 5.5k 74.25
2017-12-31 $237k 3.1k 75.43
2017-09-30 $51k 725 70.34
2017-06-30 $45k 665 67.67
2017-03-31 $30k 465 64.52
2016-12-31 $28k 460 60.87
2016-09-30 $29k 497 58.35
2016-06-30 $14k 262 53.44
2016-03-31 $14k 262 53.44