GWM
EZET

Geneos Wealth Management’s Franklin Ethereum ETF EZET Stock Holding History

Geneos Wealth Management’s Portfolio EZET Stock Details EZET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.1K Hold
1,932
– – ﹤0.01% 1746
2026
Q1 		$30.7K Hold
1,932
– – ﹤0.01% 1616
2025
Q4 		$43.5K Sell
1,932
-300
-13% -$7.88K ﹤0.01% 1449
2025
Q3 		$70.5K Buy
+2,232
New +$66.5K ﹤0.01% 1246

Other funds holding EZET

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
JE
Jacobs Equity Draper, Utah $145M AUM
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Geneos Wealth Management's EZET Position: Q2 2026 in Review

Geneos Wealth Management held its Franklin Ethereum ETF (EZET) position steady in Q2 2026 at 1,932 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Geneos Wealth Management first reported a position in EZET in Q3 2025 and has held it in 4 quarters since. The position peaked at $70.5K in Q3 2025. 14 funds tracked by Wall St. Rank hold EZET as of Q2 2026.

  • Geneos Wealth Management held 1,932 shares of Franklin Ethereum ETF worth $23.1K as of Q2 2026.
  • Geneos Wealth Management left its Franklin Ethereum ETF share count unchanged in Q2 2026.
  • Franklin Ethereum ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1746 holding.
  • Geneos Wealth Management first reported a position in Franklin Ethereum ETF in Q3 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's Franklin Ethereum ETF position peaked at $70.5K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Franklin Ethereum ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.