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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
Q2 		– Sell
-593
Closed -$264K – 204
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

GenTrust's AMP Position: Q2 2026 in Review

GenTrust sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 593 shares — an estimated $264K sold.

GenTrust first reported a position in AMP in Q3 2024 and held it in 6 quarters. The position peaked at $264K in Q4 2024. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • GenTrust reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
  • GenTrust sold 593 Ameriprise Financial shares in Q2 2026, an estimated $264K.
  • GenTrust first reported a position in Ameriprise Financial in Q3 2024 and held it in 6 quarters.
  • GenTrust's Ameriprise Financial position peaked at $264K in Q4 2024.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.