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Portfolio (Quarterly) Guide ↗

GenTrust, LLC

· CIK 0001697110
13F Portfolio $2.3B AUM 282 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 51 New 100 Added 75 Reduced 50 Exited
Page 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BKNG BOOKING HOLDINGS INC Consumer Cyclical 76.0 $320K 0.01% +3.0 +4.1% $4210.32 -96.2%
82 DECK DECKERS OUTDOOR CORP Consumer Cyclical 3,145.0 $315K 0.01% +565.0 +21.9% $100.09 +6.6%
83 HII HUNTINGTON INGALLS INDS INC Industrials 826.0 $314K 0.01% +167.0 +25.3% $379.90 -15.6%
84 INTU INTUIT Technology 724.0 $313K 0.01% +412.0 +132.1% $432.56 -26.0%
85 TRV TRAVELERS COMPANIES INC Financial Services 1,069.0 $312K 0.01% +314.0 +41.6% $291.58 +5.1%
86 TXT TEXTRON INC Industrials 3,555.0 $311K 0.01% +903.0 +34.0% $87.58 +4.9%
87 CFG CITIZENS FINL GROUP INC Financial Services 5,169.0 $310K 0.01% +1K +25.5% $59.97 +4.9%
88 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 5,356.0 $303K 0.01% +2K +54.5% $56.49 -4.2%
89 SMH VANECK ETF TRUST 769.0 $295K 0.01% +62.0 +8.8% $383.40 +50.3%
90 MKTX MARKETAXESS HLDGS INC Financial Services 1,744.0 $288K 0.01% +134.0 +8.3% $164.98 -16.9%
91 KMI KINDER MORGAN INC DEL Energy 8,215.0 $275K 0.01% +782.0 +10.5% $33.53 +0.8%
92 EXEL EXELIXIS INC Healthcare 6,253.0 $268K 0.01% +123.0 +2.0% $42.89 +16.9%
93 AMP AMERIPRISE FINL INC Financial Services 593.0 $264K 0.01% +66.0 +12.5% $444.41 +1.8%
94 TPR TAPESTRY INC Consumer Cyclical 1,707.0 $241K 0.01% +113.0 +7.1% $141.11 -1.9%
95 IT GARTNER INC Technology 1,472.0 $233K 0.01% +309.0 +26.6% $158.34 +1.1%
96 APOS APOLLO GLOBAL MGMT INC Financial Services 2,007.0 $224K 0.01% +371.0 +22.7% $111.42 -76.5%
97 SNOW SNOWFLAKE INC Technology 1,429.0 $216K 0.01% +465.0 +48.2% $150.82 +14.2%
98 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,635.0 $212K 0.01% +72.0 +1.1% $32.01 +2.7%
99 ADBE ADOBE INC Technology 849.0 $206K 0.01% +58.0 +7.3% $243.08 +0.7%
100 RXRX RECURSION PHARMACEUTICALS IN Healthcare 14,244.0 $44K 0.00% +2K +14.5% $3.07 -2.0%
Page 5 of 5  ·  100 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 57.1%
Technology 19.8%
Consumer Cyclical 9.4%
Communication Services 4.8%
Energy 2.8%
Industrials 1.8%
Healthcare 1.7%
Consumer Defensive 0.9%
Basic Materials 0.9%
Utilities 0.7%