AllGen Financial Advisors, Inc. FLQM — FRANKLIN TEMPLETON ETF TR

Ownership history in AllGen Financial Advisors, Inc.  ·  4 quarters on record

AI Ownership Summary

AllGen Financial Advisors, Inc. reported FRANKLIN TEMPLETON ETF TR (FLQM) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 2.45% in 2025 Q3. The latest visible filing shows FLQM at 2.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FLQM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AllGen Financial Advisors, Inc.'s position in FRANKLIN TEMPLETON ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FLQM was reported at 2.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.45% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FLQM stock page AllGen Financial Advisors, Inc. fund profile AllGen Financial Advisors, Inc. full holdings
How AllGen Financial Advisors, Inc. held FLQM — position size vs. price
% of Fund (quarterly)    FLQM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9.7% -2.1% ✅ 159,756 -17,204 -9.7% 2.13% $9.0M 2026-02-14 (Est.) $57.74
2025 Q3 ADDED — — — 176,960 +14,017 +8.6% 2.45% $10.0M 2025-10-29 $54.51
2025 Q2 ADDED — — — 162,943 +70,604 +76.5% 2.38% $8.8M 2025-08-07 $54.25
2025 Q1 INITIATED — — — 92,339 — — 1.45% $4.9M 2025-05-06 $51.37

🏢 Other funds also holding FLQM

As of 2026 Q1 — sorted by position size

EAGLE WEALTH STRATEGIES LLC 10.56% Sherrill & Hutchins Financial Advisory, Inc 7.82% Algorithmic Investment Models, LLC 3Y 7.39% Harbor Group, Inc. 3Y 7.15% Piedmont Capital Management, LLC/NC 6.51% Keystone Financial Services, LLC 5.55% FLYNN ZITO CAPITAL MANAGEMENT, LLC 3Y 4.66% Integrity Financial Corp /WA 3Y 4.35% TrustBank 3.92% FINANCIAL CONSULATE, INC 3Y 7Y 2.57%

FAQ About AllGen Financial Advisors, Inc. and FLQM

These are the practical questions this page is built to answer before you even open the full history table.

How long has AllGen Financial Advisors, Inc. reported owning FLQM?

AllGen Financial Advisors, Inc. reported FLQM across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported FLQM position in AllGen Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for FLQM was 2.45% in 2025 Q3.

What is the latest reported FLQM position on this page?

The most recent filing on this page is 2025 Q4, when AllGen Financial Advisors, Inc. reported 159,756 shares, equal to 2.13% of portfolio, with an estimated market value of $9.0M.

What does the chart on this FLQM ownership page compare?

The chart compares AllGen Financial Advisors, Inc.'s quarterly FLQM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AllGen Financial Advisors, Inc. time their FLQM position?

Based on 13F filing dates vs. subsequent FLQM price moves, AllGen Financial Advisors, Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on FLQM relative to SPY over the holding period was -96.5%.

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