Gen Trust, LLC Sells in Q3 2025

Gen Trust, LLC

  • $2.16 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EPI
Wisdomtree Tr India Earnings F

ETFs
-271K
- 56.87%
$43.79 - $47.63 $11.9M - $12.9M
206K $9.08M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-67.4K
- 8.23%
$567.77 - $614.76 $38.3M - $41.4M
752K $460M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-88.2K
- 8.2%
$48.5 - $50.19 $4.28M - $4.43M
987K $49.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-39.7K
- 3.62%
$97.75 - $100.75 $3.88M - $4M
1.06M $106M
IEMG
Ishares Inc

ETFs
-46.3K
- 6.89%
N/A
625K $33.6M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-36.4K
- 8.84%
$99.08 - $103.57 $3.6M - $3.77M
375K $38.6M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-81.1K
- 8.34%
$80.54 - $89.67 $6.54M - $7.28M
892K $78.3M
MELI
Mercadolibre Inc

Consumer Cyclical
-4
- 0.08%
$2292.04 - $2514.05 $9.17K - $10.1K
5.25K $12.3M
XLF
Financial Sector Spdr

ETFs
-28.3K
- 59.3%
$51.37 - $54.25 $1.45M - $1.54M
19.4K $1.05M
XLY
Select Sector Spdr Consumer Di

ETFs
-6.69K
- 62.16%
$216.09 - $242.18 $1.45M - $1.62M
4.07K $976K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-48.5K
- 28.29%
$26.44 - $27.1 $1.28M - $1.31M
123K $3.31M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-35.6K
- 5.24%
$64.17 - $68.19 $2.28M - $2.42M
643K $43.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
-18.9K
- 18.54%
$58.97 - $60.36 $1.12M - $1.14M
83.2K $5M
VO
Vanguard Mid Cap ETF

ETFs
-8.5K
- 6.77%
$279.83 - $293.74 $2.38M - $2.5M
117K $34.3M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-12K
- 4.22%
$59.5 - $62.99 $716K - $758K
273K $17.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.05K
- 8.49%
$211.65 - $238.24 $646K - $728K
32.9K $7.23M
IXC
Ishares Tr Global Energy ETF

ETFs
-23.6K
- 17.53%
$39.45 - $42.95 $929K - $1.01M
111K $4.63M
VTV
Vanguard Value ETF

ETFs
-4.51K
- 12.44%
$175.51 - $186.57 $792K - $842K
31.8K $5.92M
VTI
Vanguard Total Stock Market Et

ETFs
-10.3K
- 8.41%
$303.93 - $329.86 $3.14M - $3.41M
113K $36.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.79K
- 13.43%
$62.09 - $66.51 $608K - $651K
63.1K $4.12M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.48K
- 21.22%
$134.94 - $145.86 $469K - $507K
12.9K $1.88M
COST
Costco Wholesale Corp

Consumer Defensive
-287
- 39.15%
$915.95 - $994.57 $263K - $285K
446 $412K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-28.2K
- 3.34%
$75.26 - $80.19 $2.12M - $2.26M
816K $65.2M
V
Visa Inc.

Financial Services
-729
- 25.72%
$332.09 - $358.86 $242K - $262K
2.11K $718K
TTD
Trade Desk, Inc.

Technology
-922
- 10.36%
$43.93 - $89.76 $40.5K - $82.8K
7.98K $391K
VGSH
Vanguard

ETFs
-4.09K
- 28.26%
$58.43 - $58.88 $239K - $241K
10.4K $610K
EWL
Ishares Inc Msci Switzerlnd

ETFs
-6.04K
- 2.17%
$52.43 - $56.33 $317K - $340K
273K $15.1M
XLE
Energy Sector Spdr

ETFs
-19K
- 5.79%
$84.25 - $91.99 $1.6M - $1.75M
309K $27.6M
GOOG
Alphabet Inc.

Communication Services
-2.08K
- 43.72%
$175.16 - $255.24 $363K - $530K
2.67K $650K
DHR
Danaher Corp

Healthcare
-928
- 32.64%
$181.46 - $212.2 $168K - $197K
1.92K $379K
QCOM
Qualcomm Inc

Technology
-1.06K
- 43.86%
$145.84 - $173.55 $155K - $184K
1.36K $225K
META
Meta Platforms, Inc.

Communication Services
-180
- 16.92%
$695.21 - $791.73 $125K - $143K
884 $649K
VEA
Vanguard Ftse Developed Market

ETFs
-8.11K
- 6.4%
$56.02 - $60.3 $455K - $489K
119K $7.11M
JPM
Jpmorgan Chase & CO

Financial Services
-940
- 13.07%
$282.78 - $316.06 $266K - $297K
6.25K $1.97M
SCHW
Schwab Charles Corp

Financial Services
-8.83K
- 5.07%
$91.03 - $98.69 $804K - $871K
165K $15.8M
SUB
Ishares Short Term National Mu

ETFs
-1.02K
- 7.42%
$106.17 - $107.3 $108K - $109K
12.7K $1.36M
IWM
Ishares Russell 2000 ETF

ETFs
-1.33K
- 15.1%
$214.92 - $244.84 $286K - $325K
7.47K $1.81M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-992
- 14.34%
$78.96 - $80.04 $78.3K - $79.4K
5.93K $473K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.42K
- 9.26%
$49.78 - $50.75 $70.7K - $72.1K
13.9K $704K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-1K
- 1.94%
N/A
50.7K $3.16M
MA
Mastercard Inc

Financial Services
-117
- 13.39%
$550.18 - $598.96 $64.4K - $70.1K
757 $430K
PAVE
Global X Fds Us Infrastructure

ETFs
-1.9K
- 25.78%
$44.02 - $47.63 $83.8K - $90.7K
5.48K $261K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-4.02K
- 14.65%
$39.06 - $43.42 $157K - $174K
23.4K $1.02M
ITM
Vaneck Intermediate Muni ETF

ETFs
-1.61K
- 8.26%
$45.2 - $46.71 $72.7K - $75.1K
17.9K $832K
PGR
Progressive Corp

Financial Services
-114
- 9.44%
$238.61 - $264.3 $27.2K - $30.1K
1.09K $270K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.8K
- 3.63%
$33.26 - $34.01 $59.7K - $61K
47.7K $1.61M
LLY
Eli Lilly & CO

Healthcare
-34
- 4.35%
$625.65 - $812.69 $21.3K - $27.6K
748 $570K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-1.6K
- 7.29%
$47.63 - $50.52 $76.2K - $80.8K
20.4K $1.03M
WM
Waste Management Inc

Industrials
-18
- 1.62%
$213.88 - $237.1 $3.85K - $4.27K
1.09K $241K
Activity Summary
Buys All Purchases 96 New Holdings 53 Increased Positions 43 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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