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GenTrust, LLC: URA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GenTrust, LLC on URA, newest first. How the timeline and the estimate are built.

GenTrust, LLC held 636,858 URA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 636,858 shares
    Change vs previous 13F +11,657 shares

    1.07% of the 13F portfolio, value $27,830,702.

    13F-HR 0001697110-26-000003 filed by GenTrust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 625,201 shares
    Change vs previous 13F +2,613 shares

    1.3% of the 13F portfolio, value $30,278,492.

    13F-HR 0001697110-26-000002 filed by GenTrust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 622,588 shares
    Change vs previous 13F -596,985 shares

    1.21% of the 13F portfolio, value $27,900,863.

    13F-HR 0001697110-26-000001 filed by GenTrust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,219,573 shares
    Change vs previous 13F -33,995 shares

    2.64% of the 13F portfolio, value $58,137,043.

    13F-HR 0001697110-25-000003 filed by GenTrust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,253,568 shares
    Change vs previous 13F +50,763 shares

    2.29% of the 13F portfolio, value $48,650,956.

    13F-HR 0001085146-25-004344 filed by GenTrust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,202,805 shares
    Change vs previous 13F +402,340 shares

    1.32% of the 13F portfolio, value $27,568,301.

    13F-HR 0001085146-25-002301 filed by GenTrust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 800,465 shares
    Change vs previous 13F +159,307 shares

    0.96% of the 13F portfolio, value $22,029,367.

    13F-HR 0001085146-25-000763 filed by GenTrust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 641,158 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $18,343,530.

    13F-HR 0001085146-24-005503 filed by GenTrust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).