Gen-Wealth Partners’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Sell |
25,545
-427
| -2% | -$10.2K | 0.24% | 108 |
|
|
2025
Q1 | $500K | Buy |
25,972
+718
| +3% | +$13.8K | 0.21% | 132 |
|
|
2024
Q4 | $512K | Buy |
25,254
+3,007
| +14% | +$61K | 0.22% | 130 |
|
|
2024
Q3 | $465K | Buy |
22,247
+3,486
| +19% | +$72.8K | 0.2% | 144 |
|
|
2024
Q2 | $419K | Buy |
18,761
+2,753
| +17% | +$61.5K | 0.2% | 126 |
|
|
2024
Q1 | $450K | Buy |
+16,008
| New | +$450K | 0.22% | 115 |
|