Geneos Wealth Management Inc. FRANKLIN TEMPLETON ETF TR Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

Number of Shares

575

Previous 775 25.81%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	N/A	-200 Reduced 25.81%	575 $0
Q1 2025 May 07, 2025	SELL	N/A	-116 Reduced 13.02%	775 $0
Q4 2024 Jan 21, 2025	SELL	N/A	-13 Reduced 1.44%	891 $0
Q3 2024 Nov 14, 2024	SELL	N/A	-19 Reduced 2.06%	904 $0
Q2 2024 Jul 23, 2024	SELL	N/A	-1,098 Reduced 54.33%	923 $0
Q1 2024 May 03, 2024	BUY	N/A	117 Added 6.14%	2,021 $0
Q4 2023 Jan 26, 2024	SELL	N/A	-3,725 Reduced 66.18%	1,904 $0
Q3 2023 Oct 11, 2023	SELL	N/A	-3,426 Reduced 37.84%	5,629 $0
Q2 2023 Aug 08, 2023	SELL	N/A	-1,270 Reduced 12.3%	9,055 $0
Q4 2022 Jan 30, 2023	SELL	N/A	-18,095 Reduced 63.67%	10,325 $0
Q3 2022 Nov 14, 2022	SELL	N/A	-8,938 Reduced 23.93%	28,420 $580,000
Q2 2022 Jul 22, 2022	SELL	N/A	-175 Reduced 0.47%	37,358 $0
Q1 2022 May 16, 2022	BUY	N/A	700 Added 1.9%	37,533 $1.05 Million
Q4 2021 Feb 09, 2022	SELL	N/A	-25 Reduced 0.07%	36,833 $1.11 Million
Q3 2021 Nov 09, 2021	SELL	N/A	-975 Reduced 2.58%	36,858 $1.13 Million
Q2 2021 Jul 08, 2021	SELL	N/A	-138 Reduced 0.36%	37,833 $1.19 Million
Q1 2021 Jun 17, 2021	BUY	N/A	200 Added 0.53%	37,971 $1.18 Million
Q4 2020 May 19, 2021	SELL	N/A	-1,124 Reduced 2.89%	37,771 $1.15 Million
Q3 2020 Sep 07, 2021	SELL	N/A	-4,250 Reduced 9.85%	38,895 $995,000
Q2 2020 Sep 07, 2021	SELL	N/A	-3,350 Reduced 7.21%	43,145 $1.07 Million
Q1 2020 Sep 07, 2021	BUY	N/A	2,410 Added 5.47%	46,495 $999,000
Q4 2019 Sep 07, 2021	SELL	N/A	-320 Reduced 0.72%	44,085 $1.31 Million
Q3 2019 Sep 07, 2021	BUY	N/A	2,680 Added 6.42%	44,405 $1.28 Million
Q2 2019 Sep 07, 2021	BUY	N/A	2,175 Added 5.5%	41,725 $1.25 Million
Q1 2019 Sep 07, 2021	BUY	N/A	1,875 Added 4.98%	39,550 $1.17 Million
Q4 2018 Sep 07, 2021	BUY	N/A	3,995 Added 11.86%	37,675 $1.06 Million
Q3 2018 Sep 07, 2021	BUY	N/A	30,530 Added 969.21%	33,680 $1.03 Million
Q2 2018 Sep 07, 2021	SELL	N/A	-8,425 Reduced 72.79%	3,150 $94,000
Q1 2018 Sep 07, 2021	SELL	N/A	-15,455 Reduced 57.18%	11,575 $390,000
Q4 2017 Sep 07, 2021	BUY	N/A	2,975 Added 12.37%	27,030 $893,000
Q3 2017 Sep 07, 2021	BUY	N/A	2,380 Added 10.98%	24,055 $764,000
Q2 2017 Sep 07, 2021	BUY	N/A	17,825 Added 462.99%	21,675 $650,000
Q1 2017 Sep 07, 2021	BUY	N/A	3,850	3,850 $113,000

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