Geneos Wealth Management Inc. Franklin Templeton ETF Tr Libe Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Franklin Templeton ETF Tr Libe stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 77,752 shares of FLQM stock, worth $4.34 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

77,752

Previous 103,888 25.16%

Holding current value

$4.34 Million

Previous $5.79 Million 27.03%

% of portfolio

0.15%

Previous 0.22%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$54.15 - $58.81 $1.42 Million - $1.54 Million	-26,136 Reduced 25.16%	77,752 $4.22 Million
Q3 2024 Nov 14, 2024	BUY	$50.64 - $55.7 $228,740 - $251,596	4,517 Added 4.55%	103,888 $5.79 Million
Q2 2024 Jul 23, 2024	BUY	$49.87 - $53.18 $511,716 - $545,679	10,261 Added 11.51%	99,371 $5.1 Million
Q1 2024 May 03, 2024	BUY	$47.07 - $53.46 $582,585 - $661,674	12,377 Added 16.13%	89,110 $4.76 Million
Q4 2023 Jan 26, 2024	BUY	$40.75 - $48.36 $566,017 - $671,720	13,890 Added 22.1%	76,733 $3.69 Million
Q3 2023 Oct 11, 2023	BUY	$42.51 - $46.44 $2.36 Million - $2.58 Million	55,531 Added 759.45%	62,843 $2.7 Million
Q2 2023 Aug 08, 2023	SELL	$41.81 - $44.9 $11,037 - $11,853	-264 Reduced 3.48%	7,312 $328,000
Q1 2023 Apr 25, 2023	BUY	$41.25 - $45.55 $57,172 - $63,132	1,386 Added 22.39%	7,576 $327,000
Q4 2022 Jan 30, 2023	BUY	$37.7 - $44.0 $46,295 - $54,032	1,228 Added 24.75%	6,190 $257,000
Q3 2022 Nov 14, 2022	SELL	$37.44 - $44.4 $11,831 - $14,030	-316 Reduced 5.99%	4,962 $185,000
Q2 2022 Jul 22, 2022	SELL	$37.41 - $45.42 $79,982 - $97,107	-2,138 Reduced 28.83%	5,278 $204,000
Q1 2022 May 16, 2022	BUY	$42.14 - $48.01 $31,225 - $35,575	741 Added 11.1%	7,416 $333,000
Q4 2021 Feb 09, 2022	BUY	$43.76 - $48.36 $128,391 - $141,888	2,934 Added 78.43%	6,675 $322,000
Q3 2021 Nov 09, 2021	BUY	$43.69 - $46.79 $262 - $280	6 Added 0.16%	3,741 $164,000
Q2 2021 Jul 08, 2021	BUY	$41.32 - $44.09 $21,940 - $23,411	531 Added 16.57%	3,735 $166,000
Q1 2021 Jun 17, 2021	SELL	$37.46 - $41.08 $18,730 - $20,540	-500 Reduced 13.5%	3,204 $137,000
Q4 2020 May 19, 2021	BUY	$33.09 - $37.98 $29,946 - $34,371	905 Added 32.33%	3,704 $151,000
Q3 2020 Sep 07, 2021	BUY	$30.47 - $34.68 $52,926 - $60,239	1,737 Added 163.56%	2,799 $90,000
Q2 2020 Sep 07, 2021	BUY	$23.6 - $32.57 $3,658 - $5,048	155 Added 17.09%	1,062 $31,000
Q1 2020 Sep 07, 2021	BUY	$21.39 - $34.18 $19,400 - $31,001	907 New	907 $22,000

Others Institutions Holding FLQM

# of Institutions

131

Shares Held

15.3M

Call Options Held

Put Options Held

View Full List

About FRANKLIN TEMPLETON ETF TR LIBE

Ticker FLQM
Sector ETFs
Industry ETFs

More about FLQM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Franklin Templeton ETF Tr Libe Transaction History