GenTrust, LLC - Portfolio Stock Holdings
GenTrust, LLC disclosed 222 stock positions in a recent SEC 13F filing. $2,644,793,466 of stock holdings were filed, with the largest holdings including VOO, BND, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $5,202,073,997 and has 40 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
222Est. Stock Holding Value:
$2,644,793,466Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - GenTrust, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...