Genesis Wealth Advisors, LLC XLE Holdings History
Genesis Wealth Advisors, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-06-30, Genesis Wealth Advisors, LLC held - shares of The Energy Select Sector SPDR Fund(XLE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Genesis Wealth Advisors, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2015Q1. And since then Genesis Wealth Advisors, LLC has made 3 purchases of XLE, at an average price of $90.56, for a total of 37,834.00 shares. In addition, there have been 1 sales at an average price of $83.45 for 37,834.00 shares. Based on historical transaction data and XLE's current price of $85.96, Genesis Wealth Advisors, LLC's estimated gain on his XLE holdings is $-269,161.49, reflecting a -7.86% gain to date.
Genesis Wealth Advisors, LLC XLE ($85.96) Holding Chart
Genesis Wealth Advisors, LLC XLE ($85.96) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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