Halbert Hargrove Global Advisors’s Franklin Genomic Advancements ETF HELX Stock Holding History

Halbert Hargrove Global Advisors’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 Q4	–	Sell	-402	Closed	-$12.4K	–	534
2025 Q3	$12.4K	Hold	402	–	–	﹤0.01%	304
2025 Q2	$11.1K	Sell	402 -2,152	-84%	-$57K	﹤0.01%	226
2025 Q1	$69K	Buy	2,554 +753	+42%	+$22.2K	﹤0.01%	135
2024 Q4	$52K	Buy	+1,801	New	+$55.3K	﹤0.01%	148

Other funds holding HELX

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Halbert Hargrove Global Advisors's HELX Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Franklin Genomic Advancements ETF (HELX) in Q4 2025, closing a stake of 402 shares — an estimated $12.4K sold.

Halbert Hargrove Global Advisors first reported a position in HELX in Q4 2024 and held it in 4 quarters. The position peaked at $69K in Q1 2025. 6 funds tracked by Wall St. Rank hold HELX as of Q4 2025.

Halbert Hargrove Global Advisors reported no remaining Franklin Genomic Advancements ETF position as of Q4 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 402 Franklin Genomic Advancements ETF shares in Q4 2025, an estimated $12.4K.
Halbert Hargrove Global Advisors first reported a position in Franklin Genomic Advancements ETF in Q4 2024 and held it in 4 quarters.
Halbert Hargrove Global Advisors's Franklin Genomic Advancements ETF position peaked at $69K in Q1 2025.
6 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.