Geneos Wealth Management’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Sell |
498
-488
| -49% | -$23.5K | ﹤0.01% | 1940 |
|
|
2025
Q1 | $43.1K | Buy |
986
+378
| +62% | +$16.5K | ﹤0.01% | 1997 |
|
|
2024
Q4 | $27.6K | Sell |
608
-48
| -7% | -$2.18K | ﹤0.01% | 1583 |
|
|
2024
Q3 | $29.3K | Sell |
656
-50
| -7% | -$2.23K | ﹤0.01% | 1403 |
|
|
2024
Q2 | $29.7K | Sell |
706
-114
| -14% | -$4.8K | ﹤0.01% | 1239 |
|
|
2024
Q1 | $33.1K | Buy |
820
+235
| +40% | +$9.49K | ﹤0.01% | 1210 |
|
|
2023
Q4 | $21.6K | Sell |
585
-73
| -11% | -$2.7K | ﹤0.01% | 1326 |
|
|
2023
Q3 | $21.8K | Buy |
+658
| New | +$21.8K | ﹤0.01% | 1348 |
|