Geneos Wealth Management’s Franklin Income Equity Focus ETF INCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $98.2K | Sell |
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|
2023
Q3 | $516K | Hold |
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|
2023
Q2 | $533K | Hold |
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|
2023
Q1 | $513K | Sell |
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|
2022
Q4 | $526K | Hold |
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|
2022
Q3 | $472K | Hold |
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|
2022
Q2 | $505K | Buy |
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|
2022
Q1 | $548K | Hold |
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|
2021
Q4 | $573K | Hold |
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|
2021
Q3 | $525K | Buy |
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|
2021
Q2 | $309K | Hold |
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|
2021
Q1 | $298K | Hold |
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|
2020
Q4 | $285K | Buy |
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