$1.3 Billion is the total value of GenTrust, LLC's 141 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 18.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $153,743,000 | +12.9% | 370,313 | +13.2% | 11.79% | +10.8% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $112,447,000 | -2.7% | 1,805,514 | +4.1% | 8.62% | -4.5% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $73,242,000 | -3.3% | 920,815 | +1.1% | 5.62% | -5.1% |
| VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $71,696,000 | -18.2% | 968,210 | -17.6% | 5.50% | -19.7% |
| TIP | Sell | ISHARES TRtips bd etf | $71,430,000 | -1.3% | 573,412 | -0.4% | 5.48% | -3.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $69,766,000 | -0.1% | 154,007 | -0.1% | 5.35% | -2.0% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $53,632,000 | -25.8% | 1,162,628 | -19.6% | 4.11% | -27.1% |
| AAPL | Buy | APPLE INC | $39,032,000 | +76.8% | 223,540 | +76.8% | 2.99% | +73.5% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $35,418,000 | -2.3% | 453,556 | +0.7% | 2.72% | -4.1% |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $32,511,000 | – | 548,609 | +100.0% | 2.49% | – |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $28,225,000 | -10.6% | 118,674 | -11.0% | 2.16% | -12.3% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $27,788,000 | +12.5% | 982,606 | +5.8% | 2.13% | +10.4% |
| WIP | Buy | SPDR SER TRftse int gvt etf | $25,088,000 | +8.3% | 464,847 | +7.5% | 1.92% | +6.2% |
| EWU | New | ISHARES TRmsci uk etf new | $22,812,000 | – | 678,128 | +100.0% | 1.75% | – |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $22,012,000 | -23.6% | 255,833 | -19.4% | 1.69% | -25.0% |
| KRE | Buy | SPDR SER TRs&p regl bkg | $21,717,000 | -4.5% | 315,191 | +0.8% | 1.66% | -6.2% |
| EWC | Buy | ISHARES INCmsci cda etf | $20,953,000 | +5.5% | 521,098 | +1.5% | 1.61% | +3.5% |
| IPAC | Buy | ISHARES TRcore msci pac | $20,815,000 | +887.9% | 341,793 | +887.9% | 1.60% | +867.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $19,779,000 | +693.4% | 356,052 | +755.6% | 1.52% | +677.4% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $18,677,000 | +41.6% | 415,424 | +43.6% | 1.43% | +38.9% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $18,016,000 | +36.5% | 837,196 | +18.8% | 1.38% | +33.9% |
| GXF | New | GLOBAL X FDSftse nordic reg | $16,963,000 | – | 531,425 | +100.0% | 1.30% | – |
| PICK | Buy | ISHARES INCmsci gbl etf new | $16,339,000 | +18.9% | 318,991 | +2.1% | 1.25% | +16.7% |
| MLPX | Buy | GLOBAL X FDSglb x mlp enrg i | $15,826,000 | +10.8% | 370,467 | +1.3% | 1.21% | +8.7% |
| URA | Buy | GLOBAL X FDSglobal x uranium | $15,737,000 | +40.4% | 601,574 | +13.9% | 1.21% | +37.8% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $15,589,000 | +33.8% | 203,936 | +19.5% | 1.20% | +31.3% |
| TROW | PRICE T ROWE GROUP INC | $15,472,000 | -2.9% | 102,336 | 0.0% | 1.19% | -4.7% | |
| FEMS | Buy | FIRST TR EXCH TRD ALPHDX FDem sml cp alph | $15,233,000 | +5.5% | 374,847 | +5.5% | 1.17% | +3.5% |
| TSLA | Buy | TESLA INC | $14,895,000 | +92.7% | 13,822 | +66.5% | 1.14% | +89.1% |
| MOO | Buy | VANECK VECTORS ETF TRagribusiness etf | $13,061,000 | +48.9% | 124,937 | +34.1% | 1.00% | +46.1% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $12,758,000 | -2.7% | 47,544 | -3.8% | 0.98% | -4.5% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $11,349,000 | -87.1% | 213,608 | -87.1% | 0.87% | -87.3% |
| MUB | Buy | ISHARES TRnational mun etf | $11,072,000 | +2.6% | 100,989 | +6.5% | 0.85% | +0.7% |
| PDBC | Buy | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $9,260,000 | +36.8% | 524,964 | +18.2% | 0.71% | +34.2% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $8,587,000 | -23.4% | 79,238 | -25.2% | 0.66% | -24.9% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $8,057,000 | +2.0% | 37,910 | +1.2% | 0.62% | +0.2% |
| GLD | Sell | SPDR GOLD TR | $7,681,000 | -26.1% | 42,517 | -31.1% | 0.59% | -27.4% |
| AMZN | Buy | AMAZON COM INC | $7,570,000 | +35.7% | 2,322 | +25.9% | 0.58% | +33.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $7,321,000 | +7.1% | 32,156 | +7.5% | 0.56% | +5.1% |
| PANW | Sell | PALO ALTO NETWORKS INC | $5,760,000 | +13.2% | 9,253 | -6.8% | 0.44% | +11.1% |
| MAR | MARRIOTT INTL INC NEWcl a | $4,944,000 | +7.8% | 28,130 | 0.0% | 0.38% | +5.9% | |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $4,275,000 | +1.1% | 8,675 | -0.5% | 0.33% | -0.6% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $4,260,000 | +16.2% | 88,689 | +19.9% | 0.33% | +14.3% |
| XOP | Buy | SPDR SER TRs&p oilgas exp | $4,141,000 | +22.6% | 30,780 | +1.3% | 0.32% | +20.1% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $4,099,000 | +9.2% | 148,030 | +0.9% | 0.31% | +7.2% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sr | $3,974,000 | -7.6% | 83,956 | -5.6% | 0.30% | -9.2% |
| PLNT | PLANET FITNESS INCcl a | $3,397,000 | -5.3% | 40,210 | 0.0% | 0.26% | -7.1% | |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $3,360,000 | +803.2% | 44,273 | +803.5% | 0.26% | +789.7% |
| DBB | Sell | INVESCO DB MULTI-SECTOR COMMbase metals fd | $3,192,000 | +5.3% | 123,544 | -5.7% | 0.24% | +3.4% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $3,198,000 | -1.9% | 83,444 | +1.4% | 0.24% | -3.9% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $3,146,000 | +4.7% | 32,180 | +13.2% | 0.24% | +2.6% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $3,128,000 | -6.2% | 25,866 | -0.8% | 0.24% | -8.0% |
| HYD | Buy | VANECK VECTORS ETF TRhigh yld mun etf | $3,001,000 | -5.2% | 52,284 | +0.0% | 0.23% | -6.9% |
| AGG | Sell | ISHARES TRcore us aggbd et | $2,924,000 | -14.8% | 27,301 | -11.0% | 0.22% | -16.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,848,000 | +338.2% | 1,024 | +333.9% | 0.22% | +327.5% |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $2,831,000 | – | 17,811 | +100.0% | 0.22% | – |
| IEUR | Buy | ISHARES TRcore msci euro | $2,734,000 | +311.1% | 51,206 | +337.4% | 0.21% | +303.8% |
| EXPE | EXPEDIA GROUP INC | $2,693,000 | +4.1% | 13,761 | 0.0% | 0.21% | +2.0% | |
| COF | CAPITAL ONE FINL CORP | $2,674,000 | -12.8% | 20,370 | 0.0% | 0.20% | -14.2% | |
| BKNG | BOOKING HOLDINGS INC | $1,973,000 | -4.7% | 840 | 0.0% | 0.15% | -6.8% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,891,000 | +44.4% | 5,359 | +28.4% | 0.14% | +42.2% |
| MSFT | MICROSOFT CORP | $1,794,000 | -0.2% | 5,819 | 0.0% | 0.14% | -1.4% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,726,000 | -11.8% | 618 | -13.0% | 0.13% | -13.7% |
| EWH | Buy | ISHARES INCmsci hong kg etf | $1,658,000 | +6.8% | 73,469 | +12.8% | 0.13% | +5.0% |
| GS | GOLDMAN SACHS GROUP INC | $1,459,000 | -9.3% | 4,420 | 0.0% | 0.11% | -11.1% | |
| HEDJ | Buy | WISDOMTREE TReurope hedged eq | $1,414,000 | -6.2% | 19,210 | +0.0% | 0.11% | -8.5% |
| ITM | Sell | VANECK VECTORS ETF TRintrmdt muni etf | $1,345,000 | -12.9% | 28,417 | -8.5% | 0.10% | -14.9% |
| DRI | DARDEN RESTAURANTS INC | $1,330,000 | -4.9% | 10,000 | 0.0% | 0.10% | -6.4% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,271,000 | +8.4% | 3,503 | +9.1% | 0.10% | +5.4% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $1,141,000 | +73.1% | 33,420 | +80.0% | 0.09% | +70.6% |
| ESGU | Buy | ISHARES TResg awr msci usa | $1,068,000 | +0.8% | 10,534 | +1.6% | 0.08% | -1.2% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $985,000 | -1.3% | 16,222 | -0.6% | 0.08% | -2.6% |
| LYV | LIVE NATION ENTERTAINMENT IN | $942,000 | +5.8% | 8,010 | 0.0% | 0.07% | +2.9% | |
| EPI | Buy | WISDOMTREE TRindia erngs fd | $945,000 | -2.6% | 26,241 | +1.2% | 0.07% | -5.3% |
| JNK | SPDR SER TRbloomberg brclys | $911,000 | -3.4% | 8,883 | 0.0% | 0.07% | -5.4% | |
| GDX | Sell | VANECK VECTORS ETF TRgold miners etf | $877,000 | -3.8% | 22,866 | -23.5% | 0.07% | -5.6% |
| PACW | GREAT WESTN NATL BK PORTLAND | $863,000 | -9.3% | 20,000 | 0.0% | 0.07% | -10.8% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $842,000 | -0.5% | 4,101 | -1.4% | 0.06% | -1.5% |
| JPM | New | JPMORGAN CHASE & CO | $834,000 | – | 6,118 | +100.0% | 0.06% | – |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $836,000 | +7.2% | 10,308 | +8.3% | 0.06% | +4.9% |
| VUG | VANGUARD INDEX FDSgrowth etf | $812,000 | -1.9% | 2,824 | 0.0% | 0.06% | -4.6% | |
| RCL | ROYAL CARIBBEAN GROUP | $813,000 | +3.2% | 9,700 | 0.0% | 0.06% | 0.0% | |
| ACWI | Sell | ISHARES TRmsci acwi etf | $791,000 | -18.7% | 7,926 | -17.1% | 0.06% | -19.7% |
| TTD | Sell | THE TRADE DESK INC | $801,000 | -84.1% | 11,560 | -83.7% | 0.06% | -84.6% |
| NVDA | Buy | NVIDIA CORPORATION | $776,000 | +28.9% | 2,844 | +16.4% | 0.06% | +25.5% |
| ESGD | ISHARES TResg aw msci eafe | $776,000 | -4.6% | 10,528 | 0.0% | 0.06% | -7.8% | |
| CZR | CAESARS ENTERTAINMENT INC NE | $713,000 | -4.3% | 9,220 | 0.0% | 0.06% | -5.2% | |
| SPTM | SPDR SER TRportfoli s&p1500 | $698,000 | -0.3% | 12,562 | 0.0% | 0.05% | -1.8% | |
| EWZ | Buy | ISHARES INCmsci brazil etf | $710,000 | +20.1% | 18,766 | +2.1% | 0.05% | +17.4% |
| BPOP | POPULAR INC | $685,000 | -10.7% | 8,320 | 0.0% | 0.05% | -11.7% | |
| USCI | UNITED STS COMMODITY INDEX F | $672,000 | +15.3% | 12,170 | 0.0% | 0.05% | +13.0% | |
| RIO | RIO TINTO PLCsponsored adr | $634,000 | +14.9% | 7,440 | 0.0% | 0.05% | +14.0% | |
| BHP | BHP GROUP LTDsponsored ads | $645,000 | +18.8% | 8,350 | 0.0% | 0.05% | +16.7% | |
| GDXJ | Sell | VANECK VECTORS ETF TRjr gold miners e | $632,000 | -60.6% | 13,493 | -67.3% | 0.05% | -61.6% |
| KKR | New | KKR & CO INC | $585,000 | – | 10,000 | +100.0% | 0.04% | – |
| PFE | New | PFIZER INC | $585,000 | – | 11,299 | +100.0% | 0.04% | – |
| IYY | ISHARES TRdow jones us etf | $557,000 | -0.4% | 5,000 | 0.0% | 0.04% | -2.3% | |
| EWS | ISHARES INCmsci singpor etf | $551,000 | -2.7% | 26,460 | 0.0% | 0.04% | -4.5% | |
| DBC | Sell | INVESCO DB COMMDY INDX TRCKunit | $540,000 | +0.2% | 20,729 | -13.4% | 0.04% | -2.4% |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $529,000 | – | 1 | +100.0% | 0.04% | – |
| T | New | AT&T INC | $496,000 | – | 21,003 | +100.0% | 0.04% | – |
| QUAL | ISHARES TRmsci usa qlt fct | $489,000 | -1.2% | 3,635 | 0.0% | 0.04% | -5.1% | |
| ESGE | ISHARES INCesg awr msci em | $470,000 | -8.4% | 12,806 | 0.0% | 0.04% | -10.0% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $474,000 | -33.9% | 10,500 | -28.1% | 0.04% | -35.7% |
| PBJ | INVESCO EXCHANGE TRADED FD Tdynmc food bev | $462,000 | +4.1% | 10,000 | 0.0% | 0.04% | 0.0% | |
| PEJ | Sell | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $439,000 | -97.1% | 8,992 | -97.2% | 0.03% | -97.1% |
| JBLU | JETBLUE AWYS CORP | $442,000 | +0.5% | 29,580 | 0.0% | 0.03% | 0.0% | |
| WYNN | Buy | WYNN RESORTS LTD | $439,000 | +0.2% | 5,509 | +10.8% | 0.03% | 0.0% |
| NEE | New | NEXTERA ENERGY INC | $423,000 | – | 4,996 | +100.0% | 0.03% | – |
| NKE | Buy | NIKE INCcl b | $411,000 | -7.8% | 3,048 | +1.3% | 0.03% | -8.6% |
| STZ | New | CONSTELLATION BRANDS INCcl a | $398,000 | – | 1,730 | +100.0% | 0.03% | – |
| CE | CELANESE CORP DEL | $357,000 | -9.4% | 2,500 | 0.0% | 0.03% | -12.9% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $351,000 | +2.9% | 5,239 | 0.0% | 0.03% | 0.0% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $338,000 | -3.4% | 16,700 | 0.0% | 0.03% | -3.7% | |
| UNH | UNITEDHEALTH GROUP INC | $337,000 | +9.1% | 660 | 0.0% | 0.03% | +8.3% | |
| USMV | ISHARES TRmsci usa min vol | $332,000 | +1.8% | 4,277 | 0.0% | 0.02% | 0.0% | |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $324,000 | -2.7% | 13,153 | +0.1% | 0.02% | -3.8% |
| ACWX | ISHARES TRmsci acwi ex us | $314,000 | -4.3% | 6,000 | 0.0% | 0.02% | -7.7% | |
| LUV | SOUTHWEST AIRLS CO | $302,000 | +1.3% | 6,590 | 0.0% | 0.02% | 0.0% | |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $300,000 | – | 3,846 | +100.0% | 0.02% | – |
| COST | COSTCO WHSL CORP NEW | $305,000 | +13.4% | 529 | 0.0% | 0.02% | +9.5% | |
| BAC | BK OF AMERICA CORP | $284,000 | -12.3% | 6,895 | 0.0% | 0.02% | -12.0% | |
| DSI | ISHARES TRmsci kld400 soc | $273,000 | -0.7% | 3,150 | 0.0% | 0.02% | 0.0% | |
| AZO | AUTOZONE INC | $278,000 | +1.5% | 136 | 0.0% | 0.02% | 0.0% | |
| EW | EDWARDS LIFESCIENCES CORP | $276,000 | +8.7% | 2,345 | 0.0% | 0.02% | +5.0% | |
| CL | COLGATE PALMOLIVE CO | $273,000 | -7.8% | 3,596 | 0.0% | 0.02% | -8.7% | |
| EAGG | Buy | ISHARES TResg awr us agrgt | $263,000 | -4.0% | 5,101 | +0.1% | 0.02% | -4.8% |
| VSGX | VANGUARD WORLD FDesg intl stk etf | $257,000 | -5.2% | 4,500 | 0.0% | 0.02% | -4.8% | |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $255,000 | -39.9% | 4,942 | -37.5% | 0.02% | -39.4% |
| JNJ | JOHNSON & JOHNSON | $244,000 | +3.8% | 1,378 | 0.0% | 0.02% | +5.6% | |
| IWB | Sell | ISHARES TRrus 1000 etf | $253,000 | -11.8% | 1,012 | -11.4% | 0.02% | -13.6% |
| F | New | FORD MTR CO DEL | $254,000 | – | 15,000 | +100.0% | 0.02% | – |
| EPP | ISHARES INCmsci pac jp etf | $246,000 | +7.0% | 5,000 | 0.0% | 0.02% | +5.6% | |
| FCX | New | FREEPORT-MCMORAN INCcl b | $224,000 | – | 4,500 | +100.0% | 0.02% | – |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $217,000 | -8.8% | 1,187 | -10.0% | 0.02% | -10.5% |
| SDG | ISHARES TRmsci global imp | $213,000 | -2.3% | 2,500 | 0.0% | 0.02% | -5.9% | |
| FB | Sell | FACEBOOK INCcl a | $209,000 | -47.1% | 941 | -23.9% | 0.02% | -48.4% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $210,000 | -31.6% | 300 | -40.0% | 0.02% | -33.3% |
| OMEX | ODYSSEY MARINE EXPL INC | $69,000 | +15.0% | 10,378 | 0.0% | 0.01% | 0.0% | |
| WTI | W & T OFFSHORE INC | $38,000 | -15.6% | 10,000 | 0.0% | 0.00% | -25.0% | |
| CFMS | CONFORMIS INC | $22,000 | 0.0% | 35,000 | 0.0% | 0.00% | 0.0% | |
| PPT | Exit | PUTNAM PREMIER INCOME TRsh ben int | $0 | – | -10,000 | -100.0% | -0.00% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -612 | -100.0% | -0.02% | – |
| V | Exit | VISA INC | $0 | – | -1,214 | -100.0% | -0.02% | – |
| Exit | PHILLIPS EDISON & CO INC | $0 | – | -13,166 | -100.0% | -0.03% | – | |
| U | Exit | UNITY SOFTWARE INC | $0 | – | -4,072 | -100.0% | -0.03% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -6,461 | -100.0% | -0.05% | – |
| TFI | Exit | SPDR SER TRnuveen blmbrg mu | $0 | – | -15,114 | -100.0% | -0.06% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -20,700 | -100.0% | -0.18% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -14,471 | -100.0% | -0.21% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -28,877 | -100.0% | -0.23% | – |
| OWL | Exit | BLUE OWL CAPITAL INC | $0 | – | -556,041 | -100.0% | -0.57% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -6,413 | -100.0% | -0.57% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares MSCI Canada ETF | 28 | Q3 2023 | 2.4% |
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 0.2% |
| SPDR S&P 500 ETF TR | 27 | Q3 2023 | 20.0% |
| Vanguard Total Bond Market ETF | 27 | Q3 2023 | 13.8% |
| VANGUARD INTL EQUITY INDEX F | 27 | Q3 2023 | 9.3% |
| VANGUARD INTL EQUITY INDEX F | 27 | Q3 2023 | 9.4% |
| Vanguard Pacific ETF | 27 | Q3 2023 | 8.3% |
| Vanguard Short-Term Corp. Bond ETF | 27 | Q3 2023 | 9.1% |
| ISHARES TR | 27 | Q3 2023 | 6.5% |
| SPDR S&P MIDCAP 400 ETF TR | 27 | Q3 2023 | 8.5% |
View GenTrust, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-02-07 |
View GenTrust, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.