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Disclosery

GenTrust, LLC: VOO position timeline

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

GenTrust, LLC held 812,211 VOO 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 812,211 shares
    Change vs previous 13F -13,706 shares

    21.43% of the 13F portfolio, value $557,834,564.

    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 825,917 shares
    Change vs previous 13F +49,817 shares

    21.12% of the 13F portfolio, value $493,526,983.

    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 776,100 shares
    Change vs previous 13F +24,363 shares

    21.08% of the 13F portfolio, value $486,715,489.

    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 751,737 shares
    Change vs previous 13F -67,410 shares

    20.99% of the 13F portfolio, value $461,647,256.

    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 819,147 shares
    Change vs previous 13F -88,204 shares

    22% of the 13F portfolio, value $466,725,421.

    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 907,351 shares
    Change vs previous 13F +2,170 shares

    22.38% of the 13F portfolio, value $466,296,854.

    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 905,181 shares
    Change vs previous 13F +111,671 shares

    21.23% of the 13F portfolio, value $487,720,346.

    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 793,510 shares
    Change vs previous 13F not available

    20.55% of the 13F portfolio, value $420,006,185.

    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).