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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 13 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EPP ISHARES INC 4,490.0 $239K 0.01% $53.14 +3.5%
242 ILMN ILLUMINA INC Healthcare 1,925.0 $237K 0.01% -449.0 -18.9% $123.26 +17.2%
243 LIN LINDE PLC Basic Materials 474.0 $235K 0.01% NEW $495.76 +4.4%
244 IT GARTNER INC Technology 1,472.0 $233K 0.01% +309.0 +26.6% $158.34 +1.1%
245 CMI CUMMINS INC Industrials 432.0 $232K 0.01% NEW $538.02 +18.9%
246 MASI MASIMO CORP Healthcare 1,304.0 $232K 0.01% NEW $177.87 +0.5%
247 VTR VENTAS INC Real Estate 2,787.0 $229K 0.01% -631.0 -18.5% $82.30 +7.1%
248 XLF SELECT SECTOR SPDR TR 4,587.0 $226K 0.01% -14K -75.3% $49.37 +5.2%
249 AR ANTERO RESOURCES CORP Energy 5,314.0 $226K 0.01% NEW $42.44 -13.4%
250 MANH MANHATTAN ASSOCIATES INC Technology 1,688.0 $225K 0.01% NEW $133.12 +4.1%
251 APOS APOLLO GLOBAL MGMT INC Financial Services 2,007.0 $224K 0.01% +371.0 +22.7% $111.42 -76.5%
252 PAVE GLOBAL X FDS 4,400.0 $224K 0.01% -3K -39.6% $50.81 +8.1%
253 VOOV VANGUARD ADMIRAL FDS INC 1,090.0 $222K 0.01% $203.79 +8.0%
254 EQIX EQUINIX INC Real Estate 226.0 $222K 0.01% NEW $980.52 +10.1%
255 PECO PHILLIPS EDISON & CO INC Real Estate 5,833.0 $219K 0.01% $37.53 +7.4%
256 BSX BOSTON SCIENTIFIC CORP Healthcare 3,475.0 $218K 0.01% NEW $62.75 -7.9%
257 SOXX ISHARES TR 660.0 $217K 0.01% NEW $328.66 +63.5%
258 NTRS NORTHERN TR CORP Financial Services 1,539.0 $216K 0.01% NEW $140.33 +19.6%
259 SNOW SNOWFLAKE INC Technology 1,429.0 $216K 0.01% +465.0 +48.2% $150.82 +14.2%
260 PGR PROGRESSIVE CORP Financial Services 1,085.0 $215K 0.01% NEW $198.24 +0.6%
Page 13 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%