Genesis Wealth Advisors, LLC / XLE
Genesis Wealth Advisors, LLC’s Select Sector Spdr Tr Position
Does Genesis Wealth Advisors, LLC own Select Sector Spdr Tr (XLE)? Not currently — the last reported position was 37.8K shares worth $4M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q1 2025
Shares
37.8K
% of Portfolio
+2.86%
Quarters Held
2
position exited
Position History XLE
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Genesis Wealth Advisors, LLC’s full portfolio or all institutional holders of XLE.