GeoWealth Management’s Franklin Resources BEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,261	Closed	-$25.6K	–	1128
2024 Q4	$25.6K	Buy	1,261 +981	+350%	+$19.9K	﹤0.01%	1326
2024 Q3	$5.64K	Buy	+280	New	+$5.64K	﹤0.01%	1443