Franklin Universal Trust shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Franklin Universal Trust
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Quarterly reported holdings in Franklin Universal Trust by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $83k | 10k | 8.04 |
| 2025-06-30 | $79k | 10k | 7.62 |
| 2025-03-31 | $78k | 10k | 7.53 |
| 2024-12-31 | $76k | 10k | 7.31 |
| 2024-09-30 | $79k | 10k | 7.56 |
| 2024-06-30 | $71k | 10k | 6.81 |
| 2024-03-31 | $69k | 10k | 6.64 |
| 2023-12-31 | $76k | 11k | 6.65 |
| 2023-09-30 | $73k | 11k | 6.35 |
| 2023-06-30 | $77k | 11k | 6.73 |
| 2023-03-31 | $82k | 11k | 7.13 |
| 2022-12-31 | $77k | 11k | 6.73 |
| 2022-09-30 | $72k | 11k | 6.29 |
| 2022-06-30 | $187k | 24k | 7.65 |
| 2022-03-31 | $197k | 24k | 8.08 |
| 2021-12-31 | $205k | 24k | 8.42 |
| 2021-09-30 | $198k | 24k | 8.14 |
| 2021-06-30 | $202k | 24k | 8.32 |
| 2021-03-31 | $187k | 24k | 7.70 |
| 2020-12-31 | $181k | 24k | 7.46 |
| 2020-09-30 | $182k | 27k | 6.81 |
| 2020-06-30 | $176k | 27k | 6.59 |
| 2020-03-31 | $190k | 32k | 5.94 |
| 2019-12-31 | $253k | 32k | 7.85 |
| 2019-09-30 | $244k | 32k | 7.57 |
| 2019-06-30 | $235k | 32k | 7.30 |
| 2019-03-31 | $230k | 33k | 7.04 |
| 2018-12-31 | $205k | 33k | 6.28 |
| 2018-09-30 | $216k | 33k | 6.62 |
| 2018-06-30 | $231k | 35k | 6.68 |
| 2018-03-31 | $226k | 34k | 6.73 |
| 2017-12-31 | $272k | 38k | 7.15 |
| 2017-09-30 | $269k | 37k | 7.26 |
| 2017-06-30 | $264k | 37k | 7.13 |
| 2017-03-31 | $273k | 39k | 6.98 |
| 2016-12-31 | $264k | 40k | 6.67 |
| 2016-09-30 | $268k | 40k | 6.78 |
| 2016-06-30 | $285k | 41k | 6.95 |
| 2016-03-31 | $257k | 41k | 6.27 |