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Geneos Wealth Management’s Franklin Covey FC Stock Holding History

Geneos Wealth Management’s Portfolio FC Stock Details FC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-156
Closed -$4.31K – 3149
2025
Q1 		$4.31K Buy
156
+142
+1,014% +$3.92K ﹤0.01% 2791
2024
Q4 		$526 Hold
14
– – ﹤0.01% 2878
2024
Q3 		$576 Buy
+14
New +$576 ﹤0.01% 2536