Gen-Wealth Partners’s Franklin BSP Realty Trust FBRT Stock Holding History

Gen-Wealth Partners’s Portfolio FBRT Stock Details FBRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.1K	Sell	2,952 -1,491	-34%	-$14.2K	0.01%	452
2025 Q4	$44.6K	Sell	4,443 -1,000	-18%	-$10.4K	0.01%	395
2025 Q3	$59.1K	Sell	5,443 -137	-2%	-$1.51K	0.02%	370
2025 Q2	$59.6K	Buy	5,580 +1,440	+35%	+$16.2K	0.02%	324
2025 Q1	$52.7K	Hold	4,140	–	–	0.02%	334
2024 Q4	$51.9K	Sell	4,140 -1,978	-32%	-$25.6K	0.02%	361
2024 Q3	$81.7K	Sell	6,118 -5,746	-48%	-$75.4K	0.04%	313
2024 Q2	$149K	Sell	11,864 -1,175	-9%	-$15K	0.07%	237
2024 Q1	$174K	Buy	+13,039	New	+$170K	0.09%	227

Other funds holding FBRT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gratia Capital Los Angeles, California $106M AUM 16.14% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return