Geneos Wealth Management
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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-71
Closed -$1.96K – 3142
2025
Q1 		$1.96K Buy
71
+57
+407% +$1.89K ﹤0.01% 2773
2024
Q4 		$526 Hold
14
– – ﹤0.01% 2878
2024
Q3 		$576 Buy
+14
New +$561 ﹤0.01% 2537

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PAIM
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HCA
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Geneos Wealth Management's FC Position: Q2 2025 in Review

Geneos Wealth Management sold out of Franklin Covey (FC) in Q2 2025, closing a stake of 71 shares — an estimated $1.96K sold.

Geneos Wealth Management first reported a position in FC in Q3 2024 and held it in 3 quarters. The position peaked at $1.96K in Q1 2025. 121 funds tracked by Wall St. Rank hold FC as of Q2 2025.

  • Geneos Wealth Management reported no remaining Franklin Covey position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 71 Franklin Covey shares in Q2 2025, an estimated $1.96K.
  • Geneos Wealth Management first reported a position in Franklin Covey in Q3 2024 and held it in 3 quarters.
  • Geneos Wealth Management's Franklin Covey position peaked at $1.96K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.