Geneos Wealth Management’s Franklin Covey FC Stock Holding History

Geneos Wealth Management’s Portfolio FC Stock Details FC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$4.31K	Buy
2024 Q4	$526	Hold
2024 Q3	$576	Buy