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 Q2	$14K	Hold	155	–	–	﹤0.01%	1912
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	Buy	151 +3	+2%	+$272	﹤0.01%	2193
2025 Q1	$13.4K	Sell	148 -31	-17%	-$2.81K	﹤0.01%	2131
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geneos Wealth Management's FTSD Position: Q2 2026 in Review

Geneos Wealth Management held its Franklin Short Duration US Government ETF (FTSD) position steady in Q2 2026 at 155 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

Geneos Wealth Management first reported a position in FTSD in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.8K in Q1 2024. 65 funds tracked by Wall St. Rank hold FTSD as of Q2 2026.

Geneos Wealth Management held 155 shares of Franklin Short Duration US Government ETF worth $14K as of Q2 2026.
Geneos Wealth Management left its Franklin Short Duration US Government ETF share count unchanged in Q2 2026.
Franklin Short Duration US Government ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1912 holding.
Geneos Wealth Management first reported a position in Franklin Short Duration US Government ETF in Q3 2023 and has held it in 12 quarters since.
Geneos Wealth Management's Franklin Short Duration US Government ETF position peaked at $18.8K in Q1 2024.
65 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.