Franklin Resources’s Franklin Genomic Advancements ETF HELX Stock Holding History

Franklin Resources’s Portfolio HELX Stock Details HELX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$88.4K	Buy	+2,675	New	+$93.3K	﹤0.01%	2948
2020 Q4	–	Sell	-10,000	Closed	-$351K	–	1929
2020 Q3	$351K	Sell	10,000 -55,000	-85%	-$1.87M	﹤0.01%	1550
2020 Q2	$2.23M	Sell	65,000 -10,000	-13%	-$277K	﹤0.01%	1131
2020 Q1	$1.68M	Buy	+75,000	New	+$1.69M	﹤0.01%	1125

Other funds holding HELX

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources's HELX Position: Q1 2026 in Review

Franklin Resources opened a new position in Franklin Genomic Advancements ETF (HELX) in Q1 2026: 2,675 shares worth $88.4K. The stake represents ﹤0.01% of the portfolio and ranks #2948 among its holdings. This is a return to the name: Franklin Resources previously reported a position in HELX as recently as Q3 2020.

Franklin Resources first reported a position in HELX in Q1 2020 and has held it in 4 quarters since. The position peaked at $2.23M in Q2 2020. 6 funds tracked by Wall St. Rank hold HELX as of Q1 2026.

Franklin Resources held 2,675 shares of Franklin Genomic Advancements ETF worth $88.4K as of Q1 2026.
Franklin Genomic Advancements ETF was a new Franklin Resources position in Q1 2026.
Franklin Genomic Advancements ETF made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #2948 holding.
Franklin Resources first reported a position in Franklin Genomic Advancements ETF in Q1 2020 and has held it in 4 quarters since.
Franklin Resources's Franklin Genomic Advancements ETF position peaked at $2.23M in Q2 2020.
6 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.