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Disclosery

GenTrust, LLC: VO position timeline

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

GenTrust, LLC held 503,865 VO 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 503,865 shares
    Change vs previous 13F +378,782 shares

    1.56% of the 13F portfolio, value $40,596,421.

    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 125,083 shares
    Change vs previous 13F +3,642 shares

    1.54% of the 13F portfolio, value $35,921,267.

    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 121,441 shares
    Change vs previous 13F +4,526 shares

    1.53% of the 13F portfolio, value $35,244,683.

    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 116,915 shares
    Change vs previous 13F -8,496 shares

    1.57% of the 13F portfolio, value $34,463,397.

    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 125,411 shares
    Change vs previous 13F -21,858 shares

    1.66% of the 13F portfolio, value $35,227,657.

    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 147,269 shares
    Change vs previous 13F -1,025 shares

    1.83% of the 13F portfolio, value $38,086,644.

    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 148,294 shares
    Change vs previous 13F +3,811 shares

    1.71% of the 13F portfolio, value $39,168,947.

    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 144,483 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $38,118,832.

    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).