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Michael Gelband’s Franklin Covey FC Stock Holding History

Michael Gelband’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,460
Closed -$393K – 1632
2024
Q4 		$393K Buy
+10,460
New +$402K ﹤0.01% 1212
2024
Q1 		– Sell
-22,064
Closed -$960K – 1630
2023
Q4 		$960K Buy
22,064
+310
+1% +$12.3K 0.01% 836
2023
Q3 		$934K Buy
21,754
+14,521
+201% +$644K 0.01% 986
2023
Q2 		$316K Buy
+7,233
New +$268K ﹤0.01% 1521
2019
Q4 		– Sell
-6,299
Closed -$220K – 1645
2019
Q3 		$220K Buy
+6,299
New +$227K 0.01% 1074

Other funds holding FC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

Michael Gelband's FC Position: Q1 2025 in Review

Michael Gelband sold out of Franklin Covey (FC) in Q1 2025, closing a stake of 10,460 shares — an estimated $393K sold.

Michael Gelband first reported a position in FC in Q3 2019 and held it in 5 quarters. The position peaked at $960K in Q4 2023. 131 funds tracked by Wall St. Rank hold FC as of Q1 2025.

  • Michael Gelband reported no remaining Franklin Covey position as of Q1 2025 after selling out during the quarter.
  • Michael Gelband sold 10,460 Franklin Covey shares in Q1 2025, an estimated $393K.
  • Michael Gelband first reported a position in Franklin Covey in Q3 2019 and held it in 5 quarters.
  • Michael Gelband's Franklin Covey position peaked at $960K in Q4 2023.
  • 131 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2025.

Based on ExodusPoint Capital Management's 13F filing for Q1 2025, filed 14 May 2025.