Geneos Wealth Management Inc. Franklin Universal Trust Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Franklin Universal Trust stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 10,340 shares of FT stock, worth $83,443. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,340
Previous 10,340
-0.0%
Holding current value
$83,443
Previous $78,000
6.41%
% of portfolio
0.0%
Previous 0.0%
Shares
31 transactions
Others Institutions Holding FT
# of Institutions
53Shares Held
5.11MCall Options Held
0Put Options Held
0-
Moloney Securities Asset Management, LLC691KShares$5.58 Million0.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC684KShares$5.52 Million0.0% of portfolio
-
Advisors Asset Management, Inc. Monument, CO429KShares$3.47 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO381KShares$3.07 Million0.0% of portfolio
-
Morgan Stanley New York, NY368KShares$2.97 Million0.0% of portfolio
About FRANKLIN UNIVERSAL TRUST
- Ticker FT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Franklin Universal Trust is a closed-ended balanced mutual fund launched by Franklin Resources, Inc. The fund is managed by Franklin Advisers, Inc. It invests in the public equity and fixed income markets of the United States. The fund invests in companies operating in utility sector. It employs fundamental analysis to invest in a diversified po...