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AMP icon

GenTrust’s Ameriprise Financial AMP Stock Holding History

GenTrust’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$264K Buy
593
+66
+13% +$31.8K 0.01% 227
2025
Q4 		$258K Buy
+527
New +$250K 0.01% 233
2025
Q3 		– Sell
-480
Closed -$256K – 212
2025
Q2 		$256K Hold
480
– – 0.01% 160
2025
Q1 		$233K Sell
480
-16
-3% -$8.39K 0.01% 168
2024
Q4 		$264K Buy
496
+16
+3% +$8.54K 0.01% 171
2024
Q3 		$226K Buy
+480
New +$208K 0.01% 187

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GenTrust's AMP Position: Q1 2026 in Review

GenTrust increased its Ameriprise Financial (AMP) stake by 13% in Q1 2026, buying an estimated $31.8K and bringing the position to 593 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #227.

GenTrust first reported a position in AMP in Q3 2024 and has held it in 6 quarters since. The position peaked at $264K in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • GenTrust held 593 shares of Ameriprise Financial worth $264K as of Q1 2026.
  • GenTrust bought 66 Ameriprise Financial shares in Q1 2026, an estimated $31.8K.
  • Ameriprise Financial made up 0.01% of GenTrust's portfolio in Q1 2026, its #227 holding.
  • GenTrust first reported a position in Ameriprise Financial in Q3 2024 and has held it in 6 quarters since.
  • GenTrust's Ameriprise Financial position peaked at $264K in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.