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Gen-Wealth Partners’s Franklin Resources 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
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

PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gen-Wealth Partners's BEN Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Franklin Resources (BEN) stake by 0.48% in Q1 2026, selling an estimated $1.8K and leaving 14,508 shares worth $343K. The position accounts for 0.11% of the portfolio, ranked #178.

Gen-Wealth Partners first reported a position in BEN in Q1 2024 and has held it in 9 quarters since. The position peaked at $609K in Q2 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Gen-Wealth Partners held 14,508 shares of Franklin Resources worth $343K as of Q1 2026.
  • Gen-Wealth Partners sold 70 Franklin Resources shares in Q1 2026, an estimated $1.8K.
  • Franklin Resources made up 0.11% of Gen-Wealth Partners's portfolio in Q1 2026, its #178 holding.
  • Gen-Wealth Partners first reported a position in Franklin Resources in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Franklin Resources position peaked at $609K in Q2 2025.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.