GWM
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Geneos Wealth Management’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Geneos Wealth Management’s Portfolio FTSD Stock Details FTSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.1K Hold
155
– – ﹤0.01% 1896
2025
Q4 		$14.1K Buy
155
+2
+1% +$182 ﹤0.01% 1859
2025
Q3 		$13.9K Buy
153
+2
+1% +$182 ﹤0.01% 1851
2025
Q2 		$13.7K Sell
151
-145
-49% -$13.1K ﹤0.01% 2193
2025
Q1 		$26.9K Buy
296
+117
+65% +$10.6K ﹤0.01% 2200
2024
Q4 		$16.2K Buy
179
+5
+3% +$452 ﹤0.01% 1832
2024
Q3 		$15.9K Sell
174
-6
-3% -$544 ﹤0.01% 1647
2024
Q2 		$16.2K Sell
180
-29
-14% -$2.6K ﹤0.01% 1404
2024
Q1 		$18.8K Buy
209
+53
+34% +$4.77K ﹤0.01% 1373
2023
Q4 		$14K Sell
156
-11
-7% -$983 ﹤0.01% 1461
2023
Q3 		$14.9K Buy
+167
New +$14.9K ﹤0.01% 1460

Other funds holding FTSD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return