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Gen-Wealth Partners’s Franklin Templeton BEN Stock Holding History

Gen-Wealth Partners’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$429K Sell
12,884
-1,624
-11% -$48.6K 0.12% 143
2026
Q1 		$343K Sell
14,508
-70
-0.5% -$1.8K 0.11% 178
2025
Q4 		$348K Sell
14,578
-8,026
-36% -$184K 0.11% 195
2025
Q3 		$523K Sell
22,604
-2,941
-12% -$72.7K 0.18% 136
2025
Q2 		$609K Sell
25,545
-427
-2% -$8.8K 0.24% 108
2025
Q1 		$500K Buy
25,972
+718
+3% +$14.4K 0.21% 132
2024
Q4 		$512K Buy
25,254
+3,007
+14% +$63.3K 0.22% 130
2024
Q3 		$465K Buy
22,247
+3,486
+19% +$75.1K 0.2% 144
2024
Q2 		$419K Buy
18,761
+2,753
+17% +$66.3K 0.2% 126
2024
Q1 		$450K Buy
+16,008
New +$441K 0.22% 115

Other funds holding BEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Gen-Wealth Partners's BEN Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Franklin Templeton (BEN) stake by 11% in Q2 2026, selling an estimated $48.6K and leaving 12,884 shares worth $429K. The position accounts for 0.12% of the portfolio, ranked #143.

Gen-Wealth Partners first reported a position in BEN in Q1 2024 and has held it in 10 quarters since. The position peaked at $609K in Q2 2025. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Gen-Wealth Partners held 12,884 shares of Franklin Templeton worth $429K as of Q2 2026.
  • Gen-Wealth Partners sold 1,624 Franklin Templeton shares in Q2 2026, an estimated $48.6K.
  • Franklin Templeton made up 0.12% of Gen-Wealth Partners's portfolio in Q2 2026, its #143 holding.
  • Gen-Wealth Partners first reported a position in Franklin Templeton in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Franklin Templeton position peaked at $609K in Q2 2025.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.