Geneos Wealth Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.81M	Buy	73,100 +58,340	+395%	+$1.46M	0.04%	374
2025 Q4	$367K	Buy	14,760 +11,689	+381%	+$291K	0.01%	754
2025 Q3	$76.1K	Hold	3,071	–	–	﹤0.01%	1218
2025 Q2	$74.5K	Sell	3,071 -5,071	-62%	-$122K	﹤0.01%	1380
2025 Q1	$199K	Buy	8,142 +3,659	+82%	+$89.8K	﹤0.01%	1234
2024 Q4	$110K	Hold	4,483	–	–	﹤0.01%	1037
2024 Q3	$112K	Hold	4,483	–	–	﹤0.01%	933
2024 Q2	$109K	Buy	4,483 +3,071	+217%	+$74.6K	﹤0.01%	845
2024 Q1	$34.6K	Buy	1,412 +412	+41%	+$10K	﹤0.01%	1192
2023 Q4	$24.3K	Hold	1,000	–	–	﹤0.01%	1290
2023 Q3	$22.9K	Hold	1,000	–	–	﹤0.01%	1330
2023 Q2	$23.9K	Hold	1,000	–	–	﹤0.01%	1315
2023 Q1	$23.9K	Buy	+1,000	New	+$23.8K	﹤0.01%	1281