Gentry Private Wealth, LLC Purchases and Sells in Q3 2025

Gentry Private Wealth, LLC

$144 Billion
Q3 2025

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	4.15K + 4.69%	$567.77 - $614.76 $2.36M - $2.55M	92.6K $56.7B
XNTK	3.01K + 32.16%	$231.32 - $272.35 $697K - $820K	12.4K $3.37B
AAAU	18.1K + 75.41%	$32.29 - $38.12 $583K - $688K	42K $1.6B
SPIB	16.4K + 8.45%	$33.26 - $34.01 $546K - $558K	211K $7.14B
GOOGL	11 + 0.22%	$174.36 - $254.72 $1.92K - $2.8K	5.12K $1.24B
SPY	176 + 30.45%	$617.65 - $666.84 $109K - $117K	754 $502M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOLDMAN SACHS ETF TR	49.8K New	N/A	49.8K $2.53B
NEAR	47K New	$50.8 - $51.32 $2.39M - $2.41M	47K $2.41B
JPST	44.8K New	$50.47 - $50.74 $2.26M - $2.27M	44.8K $2.27B
FIRST TR EXCHANGE-TRADED FD	31.1K New	N/A	31.1K $664M
PANW	3.25K New	$167.06 - $208.19 $542K - $676K	3.25K $661M
COIN	1.44K New	$297.99 - $419.78 $428K - $603K	1.44K $485M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DVY	-12.9K - 68.64%	$133.88 - $142.57 $1.73M - $1.84M	5.9K $838M
MODL	-10.6K - 30.78%	N/A	23.7K $1.1B
JCPB	-6.13K - 31.66%	$46.37 - $47.77 $284K - $293K	13.2K $629M
GLOBAL X FDS	-2.5K - 45.05%	N/A	3.05K $306M
JIRE	-3.62K - 30.2%	$69.02 - $73.57 $250K - $266K	8.36K $615M
AVLV	-3.68K - 33.51%	$68.33 - $72.69 $251K - $267K	7.29K $527M

Activity Summary All Purchases 55 New Holdings 12 Increased Positions 43 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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