Geneos Wealth Management’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $83.1K | Hold |
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|
2025
Q2 | $78.8K | Sell |
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|
2025
Q1 | $150K | Buy |
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|
2024
Q4 | $76.3K | Hold |
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|
2024
Q3 | $79K | Hold |
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|
2024
Q2 | $71.1K | Hold |
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|
2024
Q1 | $69.3K | Sell |
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|
2023
Q4 | $76.1K | Hold |
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|
2023
Q3 | $72.7K | Hold |
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|
2023
Q2 | $77K | Hold |
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|
2023
Q1 | $81.6K | Hold |
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|
2022
Q4 | $77K | Hold |
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|
2022
Q3 | $72K | Sell |
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|
2022
Q2 | $187K | Buy |
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|
2022
Q1 | $197K | Buy |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q3 | $198K | Buy |
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|
2021
Q2 | $202K | Buy |
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|
2021
Q1 | $187K | Buy |
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|
2020
Q4 | $181K | Sell |
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|
2020
Q3 | $182K | Buy |
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|
2020
Q2 | $176K | Sell |
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|
2020
Q1 | $190K | Sell |
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|
2019
Q4 | $253K | Buy |
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|
2019
Q3 | $244K | Buy |
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|
2019
Q2 | $235K | Sell |
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|
2019
Q1 | $230K | Buy |
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|
2018
Q4 | $205K | Buy |
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|
2018
Q3 | $216K | Sell |
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|
2018
Q2 | $231K | Buy |
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|
2018
Q1 | $226K | Sell |
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|
2017
Q4 | $272K | Buy |
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|
2017
Q3 | $269K | Buy |
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|
2017
Q2 | $264K | Sell |
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|
2017
Q1 | $273K | Sell |
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|
2016
Q4 | $264K | Buy |
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|
2016
Q3 | $268K | Sell |
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|
2016
Q2 | $285K | Buy |
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|
2016
Q1 | $257K | Buy |
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