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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 10 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ITM VANECK ETF TRUST 7,692.0 $357K 0.01% -10K -56.8% $46.43 +0.6%
182 SUSL ISHARES TR 3,112.0 $354K 0.01% $113.60 +16.3%
183 NYT NEW YORK TIMES CO MTN BE Communication Services 4,206.0 $352K 0.01% +1K +32.7% $83.73 -11.7%
184 MEDP MEDPACE HLDGS INC Healthcare 733.0 $352K 0.01% -123.0 -14.4% $480.19 -11.7%
185 VRT VERTIV HOLDINGS CO Industrials 1,402.0 $351K 0.01% NEW $250.58 +31.9%
186 CRH PLC 3,304.0 $348K 0.01% +1K +50.6% $105.37
187 PINNACLE FINL PARTNERS INC 4,039.0 $348K 0.01% NEW $86.14
188 C CITIGROUP INC Financial Services 3,066.0 $348K 0.01% +209.0 +7.3% $113.41 +11.1%
189 LITE LUMENTUM HLDGS INC Technology 488.0 $343K 0.01% NEW $702.76 +29.5%
190 SF STIFEL FINL CORP Financial Services 4,638.0 $343K 0.01% +3K +185.6% $73.92 -1.9%
191 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,541.0 $335K 0.01% +781.0 +44.4% $131.74 +18.5%
192 DAL DELTA AIR LINES INC Industrials 4,943.0 $329K 0.01% NEW $66.48 +18.3%
193 ASML ASML HLDG NV Technology 248.0 $328K 0.01% NEW $1321.63 +21.9%
194 DOW DOW HLDGS INC Basic Materials 7,791.0 $324K 0.01% NEW $41.65 -15.3%
195 LRCX LAM RESEARCH CORP Technology 1,513.0 $324K 0.01% -305.0 -16.8% $213.97 +47.1%
196 FORTINET INC 3,934.0 $321K 0.01% +708.0 +21.9% $81.72
197 BKNG BOOKING HOLDINGS INC Consumer Cyclical 76.0 $320K 0.01% +3.0 +4.1% $4210.32 -96.1%
198 CRM SALESFORCE INC Technology 1,697.0 $317K 0.01% NEW $186.69 -2.8%
199 CIEN CIENA CORP Technology 811.0 $315K 0.01% NEW $388.23 +53.6%
200 DECK DECKERS OUTDOOR CORP Consumer Cyclical 3,145.0 $315K 0.01% +565.0 +21.9% $100.09 +9.4%
Page 10 of 15  ·  282 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%