Geneos Wealth Management Inc. Increases Stake in Franklin U.S. Treasury Bond ETF

In a recent 13F filing with the SEC, Geneos Wealth Management Inc. announced a 4.1% increase in its position in the Franklin U.S. Treasury Bond ETF (NYSEARCA:FLGV). This adjustment was made during the fourth quarter of the previous year. After acquiring an additional 657 shares, Geneos Wealth Management now holds a total of 16,809 shares, which are valued at approximately $338,000.

Other institutional investors and hedge funds have also made changes to their positions in the Franklin U.S. Treasury Bond ETF. Notably, JPMorgan Chase & Co. raised its holdings by 4.3% in the third quarter, bringing its total to 12,237 shares worth $258,000 after an acquisition of 506 additional shares. Meanwhile, Farther Finance Advisors LLC entered a new position in the ETF valued at $340,000, and Encompass More Asset Management also acquired a new stake, estimated at around $500,000.

In a significant move, Jane Street Group LLC increased its holdings dramatically by 161.6% during the same quarter, resulting in ownership of 87,381 shares valued at $1,840,000 after purchasing an additional 53,981 shares. Finally, Concurrent Investment Advisors LLC boosted its stake by 107.7%, amassing 156,646 shares valued at approximately $3,299,000 after acquiring 81,209 additional shares during the third quarter.

Performance Overview of Franklin U.S. Treasury Bond ETF (FLGV)

As of Thursday, FLGV shares opened at $20.20. The stock is currently trading with a 50-day moving average of $20.21 and a 200-day moving average of $20.56. Over the past year, this ETF has reached a low of $19.53 and a high of $22.38.

About Franklin U.S. Treasury Bond ETF

The Franklin U.S. Treasury Bond ETF is designed to primarily invest in high-quality fixed income securities. It is actively managed to focus on U.S. Treasurys with remaining maturities ranging from 1 to 30 years. The ETF was launched on June 9, 2020, and its management falls under the expertise of Franklin Templeton.

Further Reading

• Exploring Alternative Investment Strategies
• Understanding Bond ETF Dynamics
• Top Financial Reports: Insights and Impacts
• Investment Trends: What to Watch for in 2025
• Maximizing Returns: ETF Investment Techniques

Stay Updated: To keep up with the latest news related to the Franklin U.S. Treasury Bond ETF and industry analysis, you can subscribe to updates.

Geneos, Investment, ETF