Glenview Trust’s Franklin Genomic Advancements ETF HELX Stock Holding History

Glenview Trust’s Portfolio HELX Stock Details HELX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-32,625	Closed	-$941K	–	484
2024 Q4	$941K	Hold	32,625	–	–	0.02%	276
2024 Q3	$1.06M	Hold	32,625	–	–	0.02%	263
2024 Q2	$1.03M	Hold	32,625	–	–	0.02%	255
2024 Q1	$1.07M	Sell	32,625 -9,610	-23%	-$300K	0.02%	249
2023 Q4	$1.29M	Buy	+42,235	New	+$1.17M	0.03%	230

Other funds holding HELX

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Glenview Trust's HELX Position: Q1 2025 in Review

Glenview Trust sold out of Franklin Genomic Advancements ETF (HELX) in Q1 2025, closing a stake of 32,625 shares — an estimated $941K sold.

Glenview Trust first reported a position in HELX in Q4 2023 and held it in 5 quarters. The position peaked at $1.29M in Q4 2023. 8 funds tracked by Wall St. Rank hold HELX as of Q1 2025.

Glenview Trust reported no remaining Franklin Genomic Advancements ETF position as of Q1 2025 after selling out during the quarter.
Glenview Trust sold 32,625 Franklin Genomic Advancements ETF shares in Q1 2025, an estimated $941K.
Glenview Trust first reported a position in Franklin Genomic Advancements ETF in Q4 2023 and held it in 5 quarters.
Glenview Trust's Franklin Genomic Advancements ETF position peaked at $1.29M in Q4 2023.
8 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q1 2025.

Based on Glenview Trust's 13F filing for Q1 2025, filed 15 May 2025.