GAMMA Investing’s Franklin Covey FC Stock Holding History

GAMMA Investing’s Portfolio FC Stock Details FC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.1K	Buy	298 +83	+39%	+$1.65K	﹤0.01%	3638
2026 Q2	$5.27K	Buy	215 +15	+8%	+$342	﹤0.01%	3445
2026 Q1	$3.16K	Buy	200 +182	+1,011%	+$3K	﹤0.01%	3538
2025 Q4	$302	Sell	18 -47	-72%	-$787	﹤0.01%	3964
2025 Q3	$1.26K	Sell	65 -366	-85%	-$7.24K	﹤0.01%	3559
2025 Q2	$9.84K	Buy	431 +359	+499%	+$7.94K	﹤0.01%	2815
2025 Q1	$1.99K	Buy	72 +43	+148%	+$1.42K	﹤0.01%	3412
2024 Q4	$1.09K	Buy	+29	New	+$1.11K	﹤0.01%	3403
2024 Q3	–	Sell	-4	Closed	-$152	–	3609
2024 Q2	$152	Hold	4	–	–	﹤0.01%	3386
2024 Q1	$157	Buy	+4	New	+$159	﹤0.01%	3256

Other funds holding FC

CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GAMMA Investing's FC Position: Q3 2026 in Review

GAMMA Investing increased its Franklin Covey (FC) stake by 39% in Q3 2026, buying an estimated $1.65K and bringing the position to 298 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3638.

GAMMA Investing first reported a position in FC in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.84K in Q2 2025. 9 funds tracked by Wall St. Rank hold FC as of Q3 2026.

GAMMA Investing held 298 shares of Franklin Covey worth $5.1K as of Q3 2026.
GAMMA Investing bought 83 Franklin Covey shares in Q3 2026, an estimated $1.65K.
Franklin Covey made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3638 holding.
GAMMA Investing first reported a position in Franklin Covey in Q1 2024 and has held it in 10 quarters since.
GAMMA Investing's Franklin Covey position peaked at $9.84K in Q2 2025.
9 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.