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Franklin Resources shares owned by Gen-Wealth Partners

Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Gen-Wealth Partners from 13F filings

Historical chart of Gen-Wealth Partners investment in Franklin Resources

Tip: Access up to 7 years of quarterly data

All positions including Franklin Resources held by Gen-Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Resources by Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $465k 22k 20.89
2024-06-30 $419k 19k 22.35
2024-03-31 $450k 16k 28.11

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Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
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Caterpillar Stock (CAT)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)

View all positions for Gen-Wealth Partners

Top funds holding Franklin Resources

Vanguard Group
Power Corporation of Canada
BlackRock
State Street Corporation
Invesco
ProShare Advisors
Geode Capital Management
Goldman Sachs Group
First Trust Advisors
Dimensional Fund Advisors
Morgan Stanley
Amundi
Two Sigma Advisers
Voloridge Investment Management
Charles Schwab Investment Management

View all funds holding Franklin Resources