Geneos Wealth Management’s Franklin US Core Bond ETF FLCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $539K | Sell |
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|
2025
Q2 | $551K | Sell |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $563K | Buy |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $592K | Sell |
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|
2024
Q1 | $739K | Sell |
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|
2023
Q4 | $961K | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $295K | Hold |
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|
2022
Q4 | $288K | Hold |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $327K | Hold |
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|
2022
Q1 | $345K | Hold |
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|
2021
Q4 | $370K | Sell |
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|
2021
Q3 | $392K | Buy |
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|
2021
Q2 | $314K | Hold |
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|
2021
Q1 | $312K | Hold |
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|
2020
Q4 | $311K | Buy |
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|
2020
Q3 | $199K | Buy |
|