Geneos Wealth Management Inc. Franklin Resources Inc Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Franklin Resources Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,284 shares of BEN stock, worth $75,269. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,284
Previous 2,484 32.21%
Holding current value
$75,269
Previous $47,000 65.96%
% of portfolio
0.0%
Previous 0.0%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$16.66 - $23.85 $13,328 - $19,080
800 Added 32.21%
3,284 $78,000
Q1 2025

May 21, 2025
SELL
$18.92 - $22.24 $31,407 - $36,918
-1,660 Reduced 40.06%
2,484 $47,000
Q1 2025

May 07, 2025
SELL
$18.92 - $22.24 $10,254 - $12,054
-542 Reduced 11.57%
4,144 $79,000
Q4 2024

Jan 21, 2025
SELL
$19.35 - $22.76 $23,723 - $27,903
-1,226 Reduced 20.74%
4,686 $95,000
Q3 2024

Nov 14, 2024
SELL
$19.13 - $23.97 $7,843 - $9,827
-410 Reduced 6.49%
5,912 $119,000
Q2 2024

Jul 23, 2024
BUY
$21.83 - $27.62 $8,513 - $10,771
390 Added 6.57%
6,322 $141,000
Q1 2024

May 03, 2024
BUY
$26.31 - $29.33 $2,973 - $3,314
113 Added 1.94%
5,932 $166,000
Q4 2023

Jan 26, 2024
BUY
$22.24 - $30.18 $4,069 - $5,522
183 Added 3.25%
5,819 $173,000
Q3 2023

Oct 11, 2023
BUY
$24.27 - $30.0 $54,923 - $67,890
2,263 Added 67.09%
5,636 $138,000
Q2 2023

Aug 08, 2023
BUY
$24.01 - $27.3 $9,099 - $10,346
379 Added 12.66%
3,373 $90,000
Q1 2023

Apr 25, 2023
BUY
$26.19 - $33.82 $21,344 - $27,563
815 Added 37.4%
2,994 $80,000
Q4 2022

Jan 30, 2023
SELL
$20.74 - $27.68 $18,251 - $24,358
-880 Reduced 28.77%
2,179 $57,000
Q3 2022

Nov 14, 2022
SELL
$21.52 - $29.02 $94,042 - $126,817
-4,370 Reduced 58.82%
3,059 $65,000
Q2 2022

Jul 22, 2022
BUY
$23.07 - $28.02 $11,050 - $13,421
479 Added 6.89%
7,429 $173,000
Q1 2022

May 16, 2022
SELL
$26.83 - $35.96 $69,758 - $93,496
-2,600 Reduced 27.23%
6,950 $194,000
Q4 2021

Feb 09, 2022
SELL
$28.89 - $37.68 $17,334 - $22,608
-600 Reduced 5.91%
9,550 $319,000
Q3 2021

Nov 09, 2021
BUY
$28.58 - $33.42 $28,580 - $33,420
1,000 Added 10.93%
10,150 $305,000
Q2 2021

Jul 08, 2021
SELL
$28.67 - $35.74 $7,196 - $8,970
-251 Reduced 2.67%
9,150 $292,000
Q1 2021

Jun 17, 2021
BUY
$24.28 - $30.26 $1,383 - $1,724
57 Added 0.61%
9,401 $282,000
Q4 2020

May 19, 2021
BUY
$18.64 - $25.16 $127,572 - $172,195
6,844 Added 273.76%
9,344 $263,000
Q3 2020

Sep 07, 2021
BUY
$19.27 - $22.67 $9,635 - $11,335
500 Added 25.0%
2,500 $49,000
Q1 2020

Sep 07, 2021
BUY
$15.3 - $26.31 $19,048 - $32,755
1,245 Added 164.9%
2,000 $34,000
Q4 2019

Sep 07, 2021
SELL
$25.8 - $28.99 $6,579 - $7,392
-255 Reduced 25.25%
755 $19,000
Q3 2019

Sep 07, 2021
SELL
$25.93 - $35.51 $290,727 - $398,138
-11,212 Reduced 91.74%
1,010 $28,000
Q2 2019

Sep 07, 2021
SELL
$31.82 - $35.67 $127 - $142
-4 Reduced 0.03%
12,222 $425,000
Q4 2018

Sep 07, 2021
BUY
$27.76 - $34.27 $6,912 - $8,533
249 Added 2.08%
12,226 $356,000
Q1 2018

Sep 07, 2021
SELL
$34.11 - $45.86 $341 - $458
-10 Reduced 0.08%
11,977 $415,000
Q4 2017

Sep 07, 2021
BUY
$40.45 - $45.07 $453,525 - $505,324
11,212 Added 1446.71%
11,987 $519,000
Q2 2017

Sep 07, 2021
SELL
N/A
-100 Reduced 11.43%
775 $34,000
Q3 2016

Sep 07, 2021
BUY
N/A
110 Added 14.38%
875 $31,000
Q1 2016

Sep 07, 2021
BUY
N/A
765
765 $30,000

Others Institutions Holding BEN

# of Institutions
641
Shares Held
289M
Call Options Held
1.36M
Put Options Held
1.42M
View Full List

About FRANKLIN RESOURCES INC

BEN Quotes by TradingView
  • Ticker BEN
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 498,356,992
  • Market Cap $11.4B
  • Description
  • Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fi...
More about BEN
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