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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UPS UNITED PARCEL SVCS INC Industrials 2,631.0 $259K 0.01% -49.0 -1.8% $98.38 +2.7%
62 BBY BEST BUY INC Consumer Cyclical 3,961.0 $258K 0.01% -188.0 -4.5% $65.24 -5.5%
63 DKNG DRAFTKINGS INC NEW Consumer Cyclical 11,710.0 $253K 0.01% -1K -8.1% $21.62 +16.2%
64 TLH ISHARES TR 2,507.0 $253K 0.01% -63.0 -2.5% $100.73 -2.0%
65 PM PHILIP MORRIS INTL INC Consumer Defensive 1,476.0 $246K 0.01% -664.0 -31.0% $166.81 +13.3%
66 ILMN ILLUMINA INC Healthcare 1,925.0 $237K 0.01% -449.0 -18.9% $123.26 +17.2%
67 VTR VENTAS INC Real Estate 2,787.0 $229K 0.01% -631.0 -18.5% $82.30 +7.1%
68 XLF SELECT SECTOR SPDR TR 4,587.0 $226K 0.01% -14K -75.3% $49.37 +5.2%
69 PAVE GLOBAL X FDS 4,400.0 $224K 0.01% -3K -39.6% $50.81 +8.1%
70 THC TENET HEALTHCARE CORP Healthcare 1,130.0 $213K 0.01% -4K -77.7% $188.71 -7.9%
71 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 359.0 $213K 0.01% -94.0 -20.8% $592.98 -4.1%
72 TEAM ATLASSIAN CORPORATION Technology 3,003.0 $205K 0.01% -588.0 -16.4% $68.25 +25.2%
73 EVEREST GROUP LTD 616.0 $201K 0.01% -258.0 -29.5% $326.85
74 ADT ADT INC DEL Industrials 23,112.0 $153K 0.01% -9K -28.5% $6.64 +5.0%
75 STGW STAGWELL INC Communication Services 11,698.0 $74K 0.00% -20K -63.2% $6.29 +3.5%
Page 4 of 4  ·  75 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%