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Equibles

Geneos Wealth Management Inc.

Position in FT — Franklin Universal Trust

CIK 1764754 ENGLEWOOD, CO
Back to FT Full portfolio

Position in FT

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$83,443
+$620 QoQ
Shares Held
10,340
0.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 59 holders
Holding Since
Mar 2020
26 quarters on record

Common Shares in FT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $41,116,689 across 137 Asset Management names. FT ranks #46 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PSLV
Sprott Physical Silver Trust
 548,031 $10,341,344
2 PHYS
Sprott Physical Gold Trust
 186,947 $5,640,190
3 HFRO
Highland Opportunities & Income Fund
 525,538 $3,747,085
4 MAIN
Main Street Capital CORP
 34,659 $1,798,108
5 CEF
Sprott Physical Gold & Silver Trust
 39,560 $1,591,498
6 JPC
Nuveen Preferred & Income Opportunities Fund
 186,542 $1,469,950
7 BLK
BlackRock, Inc.
 1,358 $1,305,798
8 NMCO
Nuveen Municipal Credit Opportunities Fund
 93,984 $1,023,485

All Filings in FT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $83,443 10,340
2026-03-31 $82,823 10,340
2025-12-31 $82,720 10,340
2025-09-30 $83,133 10,340
2025-06-30 $78,790 10,340
2025-03-31 $77,860 10,340
2024-12-31 $76,345 10,444
2024-09-30 $78,956 10,444
2024-06-30 $71,123 10,444
2024-03-31 $69,348 10,444
2023-12-31 $76,102 11,444
2023-09-30 $72,669 11,444
2023-06-30 $77,018 11,444
2023-03-31 $81,595 11,444
2022-12-31 $77,018 11,444
2022-09-30 $72,440 11,444
2022-06-30 $182,025 24,433
2022-03-31 $197,550 24,389
2021-12-31 $205,984 24,348
2021-09-30 $197,210 24,317
2021-06-30 $201,104 24,288
2021-03-31 $182,032 24,271
2020-12-31 $181,729 24,263
2020-09-30 $182,189 26,714
2020-06-30 $177,748 26,689
2020-03-31 $195,599 32,013