Geneos Wealth Management Inc. - FRANKLIN UNVL TR ownership

FRANKLIN UNVL TR's ticker is FT and the CUSIP is 355145103. A total of 33 filers reported holding FRANKLIN UNVL TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of FRANKLIN UNVL TR
ValueSharesWeighting
Q3 2023$72,669
-5.6%
11,4440.0%0.00%0.0%
Q2 2023$77,018
-5.6%
11,4440.0%0.00%
-20.0%
Q1 2023$81,596
+5.9%
11,4440.0%0.01%0.0%
Q4 2022$77,018
+7.0%
11,4440.0%0.01%0.0%
Q3 2022$72,000
-61.5%
11,444
-53.2%
0.01%
-44.4%
Q2 2022$187,000
-5.1%
24,433
+0.2%
0.01%
+12.5%
Q1 2022$197,000
-3.9%
24,389
+0.2%
0.01%0.0%
Q4 2021$205,000
+3.5%
24,348
+0.1%
0.01%0.0%
Q3 2021$198,000
-2.0%
24,317
+0.1%
0.01%0.0%
Q2 2021$202,000
+8.0%
24,288
+0.1%
0.01%
+60.0%
Q1 2021$187,000
+3.3%
24,271
+0.0%
0.01%
-28.6%
Q4 2020$181,000
-0.5%
24,263
-9.2%
0.01%
-22.2%
Q3 2020$182,000
+3.4%
26,714
+0.1%
0.01%
-10.0%
Q2 2020$176,000
-7.4%
26,689
-16.6%
0.01%
-23.1%
Q1 2020$190,000
-24.9%
32,013
-0.7%
0.01%0.0%
Q4 2019$253,000
+3.7%
32,240
+0.1%
0.01%
-13.3%
Q3 2019$244,000
+3.8%
32,218
+0.1%
0.02%0.0%
Q2 2019$235,000
+2.2%
32,196
-1.5%
0.02%0.0%
Q1 2019$230,000
+12.2%
32,672
+0.1%
0.02%0.0%
Q4 2018$205,000
-5.1%
32,648
+0.1%
0.02%
+7.1%
Q3 2018$216,000
-6.5%
32,624
-5.7%
0.01%
-22.2%
Q2 2018$231,000
+2.2%
34,601
+3.0%
0.02%
-10.0%
Q1 2018$226,000
-16.9%
33,578
-11.8%
0.02%
-16.7%
Q4 2017$272,000
+1.1%
38,055
+2.8%
0.02%
-11.1%
Q3 2017$269,000
+1.9%
37,034
+0.1%
0.03%0.0%
Q2 2017$264,000
-3.3%
37,013
-5.3%
0.03%
-3.6%
Q1 2017$273,000
+3.4%
39,093
-1.2%
0.03%
-20.0%
Q4 2016$264,000
-1.5%
39,572
+0.1%
0.04%
-2.8%
Q3 2016$268,000
-6.0%
39,550
-3.6%
0.04%
-12.2%
Q2 2016$285,000
+10.9%
41,026
+0.1%
0.04%
+5.1%
Q1 2016$257,00041,0000.04%
Other shareholders
FRANKLIN UNVL TR shareholders Q4 2022
NameSharesValueWeighting ↓
Moloney Securities Asset Management, LLC 316,607$2,004,0000.48%
Uncommon Cents Investing LLC 133,477$845,0000.36%
Koshinski Asset Management, Inc. 457,429$2,896,0000.35%
Shaker Financial Services, LLC 31,007$196,0000.10%
Foundations Investment Advisors, LLC 177,862$1,126,0000.05%
Hennion & Walsh Asset Management, Inc. 101,915$645,0000.04%
Westchester Capital Management, LLC 184,920$1,170,0000.03%
Integrated Wealth Concepts LLC 104,262$660,0000.02%
SeaCrest Wealth Management, LLC 17,105$108,0000.02%
WEDBUSH SECURITIES INC 25,845$164,0000.01%
View complete list of FRANKLIN UNVL TR shareholders