Generation Capital Management LLC's ownership history for XLE

Generation Capital Management LLC currently holds 4.9K shares with a market value of $440.4K. It started holding XLE on 2024-12-31. At its peak, it held 8.5K shares on 2024-12-31. Its highest holding value was $773.4K on 2025-03-31. At its lowest, it held 4.9K shares on 2025-09-30, with a value of $440.4K on 2025-09-30. In the recent 180 days, Generation Capital Management LLC has decreased its shares by 3.6K.