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Genesee Capital Advisors, LLC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Genesee Capital Advisors, LLC on XLE, newest first. How the timeline and the estimate are built.

Genesee Capital Advisors, LLC held 6,817 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,817 shares
    Change vs previous 13F -43,123 shares

    0.11% of the 13F portfolio, value $362,067.

    13F-HR 0001951757-26-001110 filed by Genesee Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 49,940 shares
    Change vs previous 13F -136 shares

    1.28% of the 13F portfolio, value $3,059,294.

    13F-HR 0001951757-26-000693 filed by Genesee Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 50,076 shares
    Change vs previous 13F +27,540 shares

    0.9% of the 13F portfolio, value $2,238,896.

    13F-HR 0001951757-26-000194 filed by Genesee Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,536 shares
    Change vs previous 13F +181 shares

    0.87% of the 13F portfolio, value $2,013,346.

    13F-HR 0001951757-25-001255 filed by Genesee Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,355 shares
    Change vs previous 13F +172 shares

    0.85% of the 13F portfolio, value $1,895,917.

    13F-HR 0001951757-25-000968 filed by Genesee Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,183 shares
    Change vs previous 13F -419 shares

    1.04% of the 13F portfolio, value $2,073,013.

    13F-HR 0001951757-25-000406 filed by Genesee Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,602 shares
    Change vs previous 13F +299 shares

    0.9% of the 13F portfolio, value $1,936,075.

    13F-HR 0001951757-25-000099 filed by Genesee Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,303 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,958,231.

    13F-HR 0001951757-24-001086 filed by Genesee Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).