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Geneos Wealth Management’s Franklin Income Focus ETF INCM Stock Holding History

Geneos Wealth Management’s Portfolio INCM Stock Details INCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$137K Buy
4,762
+2,604
+121% +$76K ﹤0.01% 1107
2026
Q1 		$62K Buy
+2,158
New +$62.5K ﹤0.01% 1335

Other funds holding INCM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Geneos Wealth Management increased its Franklin Income Focus ETF (INCM) stake by 121% in Q2 2026, buying an estimated $76K and bringing the position to 4,762 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Geneos Wealth Management first reported a position in INCM in Q1 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

  • Geneos Wealth Management held 4,762 shares of Franklin Income Focus ETF worth $137K as of Q2 2026.
  • Geneos Wealth Management bought 2,604 Franklin Income Focus ETF shares in Q2 2026, an estimated $76K.
  • Franklin Income Focus ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1107 holding.
  • Geneos Wealth Management first reported a position in Franklin Income Focus ETF in Q1 2026 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

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