Utilities SPDR shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities 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 Utilities SPDR by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.0M | 87k | 45.89 |
| 2025-12-31 | $2.1M | 48k | 42.69 |
| 2025-09-30 | $2.0M | 23k | 87.21 |
| 2025-06-30 | $3.4M | 42k | 81.66 |
| 2025-03-31 | $1.7M | 22k | 78.85 |
| 2024-12-31 | $1.7M | 22k | 75.69 |
| 2024-09-30 | $5.0M | 62k | 80.78 |
| 2024-06-30 | $4.0M | 59k | 68.14 |
| 2024-03-31 | $3.8M | 57k | 65.65 |
| 2023-12-31 | $3.6M | 57k | 63.33 |
| 2023-09-30 | $516k | 8.8k | 58.93 |
| 2023-06-30 | $624k | 9.5k | 65.44 |
| 2023-03-31 | $571k | 8.4k | 67.69 |
| 2022-12-31 | $544k | 7.7k | 70.50 |
| 2022-09-30 | $1.2M | 18k | 65.50 |
| 2022-06-30 | $1.5M | 21k | 71.84 |
| 2022-03-31 | $973k | 13k | 74.42 |
| 2021-12-31 | $5.7M | 79k | 71.58 |
| 2021-09-30 | $826k | 13k | 63.82 |
| 2021-06-30 | $797k | 13k | 64.01 |
| 2021-03-31 | $689k | 10k | 66.64 |
| 2020-12-31 | $609k | 10k | 59.53 |
| 2020-09-30 | $549k | 9.4k | 58.62 |
| 2020-06-30 | $535k | 9.7k | 55.17 |
| 2020-03-31 | $565k | 10k | 55.63 |
| 2019-12-31 | $3.4M | 53k | 64.37 |
| 2019-09-30 | $1.0M | 16k | 64.69 |
| 2019-06-30 | $885k | 15k | 59.59 |
| 2019-03-31 | $882k | 15k | 58.16 |
| 2018-12-31 | $864k | 16k | 52.82 |
| 2018-09-30 | $851k | 16k | 52.65 |
| 2018-06-30 | $435k | 8.4k | 51.87 |
| 2018-03-31 | $462k | 9.2k | 50.48 |
| 2017-12-31 | $488k | 9.3k | 52.64 |
| 2017-09-30 | $465k | 8.8k | 53.05 |
| 2017-06-30 | $849k | 16k | 51.96 |
| 2017-03-31 | $528k | 10k | 51.26 |
| 2016-12-31 | $369k | 7.6k | 48.53 |
| 2016-09-30 | $381k | 7.8k | 48.89 |
| 2016-06-30 | $540k | 10k | 52.48 |
| 2016-03-31 | $536k | 11k | 49.80 |