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Equibles

Gen-Wealth Partners Inc

Position in BEN — Franklin Templeton Inc

CIK 2023375 ZEELAND, MI
Back to BEN Full portfolio

Position in BEN

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$428,650
+$85,972 QoQ
Shares Held
12,884
-11.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BEN Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $6,429,942 across 23 Asset Management names. BEN ranks #2 (6.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 29,922 $4,976,010
2 BEN
Franklin Templeton Inc
This page 		12,884 $428,650
3 TROW
Price T Rowe Group Inc
 2,866 $325,835
4 UTF
Cohen & Steers Infrastructure Fund Inc
 4,875 $134,501
5 BLK
BlackRock, Inc.
 139 $133,656
6 EXG
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
 7,800 $76,518
7 CION
CION Investment Corp
 9,500 $59,185
8 FSCO
FS Credit Opportunities Corp.
 11,508 $57,424

All Filings in BEN

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $428,650 12,884
2026-03-31 $342,678 14,508
2025-12-31 $348,268 14,578
2025-09-30 $522,830 22,604
2025-06-30 $609,248 25,545
2025-03-31 $499,961 25,972
2024-12-31 $512,403 25,254
2024-09-30 $448,277 22,247
2024-06-30 $419,308 18,761
2024-03-31 $449,984 16,008