Geneos Wealth Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $82.5K | Buy |
|
|||||
|
2025
Q2 | $78.3K | Sell |
|
|||||
|
2025
Q1 | $128K | Buy |
|
|||||
|
2024
Q4 | $95.1K | Sell |
|
|||||
|
2024
Q3 | $119K | Sell |
|
|||||
|
2024
Q2 | $141K | Buy |
|
|||||
|
2024
Q1 | $167K | Buy |
|
|||||
|
2023
Q4 | $173K | Buy |
|
|||||
|
2023
Q3 | $139K | Buy |
|
|||||
|
2023
Q2 | $90.1K | Buy |
|
|||||
|
2023
Q1 | $80.7K | Buy |
|
|||||
|
2022
Q4 | $57.5K | Sell |
|
|||||
|
2022
Q3 | $65K | Sell |
|
|||||
|
2022
Q2 | $175K | Buy |
|
|||||
|
2022
Q1 | $194K | Sell |
|
|||||
|
2021
Q4 | $319K | Sell |
|
|||||
|
2021
Q3 | $305K | Buy |
|
|||||
|
2021
Q2 | $292K | Sell |
|
|||||
|
2021
Q1 | $282K | Buy |
|
|||||
|
2020
Q4 | $263K | Buy |
|
|||||
|
2020
Q3 | $49K | Buy |
|
|||||
|
2020
Q2 | $40K | Hold |
|
|||||
|
2020
Q1 | $34K | Buy |
|
|||||
|
2019
Q4 | $19K | Sell |
|
|||||
|
2019
Q3 | $28K | Sell |
|
|||||
|
2019
Q2 | $425K | Sell |
|
|||||
|
2019
Q1 | $405K | Hold |
|
|||||
|
2018
Q4 | $356K | Buy |
|
|||||
|
2018
Q3 | $364K | Hold |
|
|||||
|
2018
Q2 | $383K | Hold |
|
|||||
|
2018
Q1 | $415K | Sell |
|
|||||
|
2017
Q4 | $519K | Buy |
|
|||||
|
2017
Q3 | $34K | Hold |
|
|||||
|
2017
Q2 | $34K | Sell |
|
|||||
|
2017
Q1 | $36K | Hold |
|
|||||
|
2016
Q4 | $34K | Hold |
|
|||||
|
2016
Q3 | $31K | Buy |
|
|||||
|
2016
Q2 | $25K | Hold |
|
|||||
|
2016
Q1 | $30K | Buy |
|