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AVGO icon

GenTrust’s Broadcom AVGO Stock Holding History

GenTrust’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$773K Buy
2,497
+1,064
+74% +$350K 0.03% 123
2025
Q4 		$496K Buy
1,433
+30
+2% +$10.7K 0.02% 164
2025
Q3 		$463K Sell
1,403
-133
-9% -$40.8K 0.02% 141
2025
Q2 		$423K Buy
1,536
+285
+23% +$61.9K 0.02% 135
2025
Q1 		$209K Buy
1,251
+14
+1% +$2.96K 0.01% 176
2024
Q4 		$287K Buy
+1,237
New +$229K 0.01% 164

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GenTrust's AVGO Position: Q1 2026 in Review

GenTrust increased its Broadcom (AVGO) stake by 74% in Q1 2026, buying an estimated $350K and bringing the position to 2,497 shares worth $773K. The position accounts for 0.03% of the portfolio, ranked #123.

GenTrust first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • GenTrust held 2,497 shares of Broadcom worth $773K as of Q1 2026.
  • GenTrust bought 1,064 Broadcom shares in Q1 2026, an estimated $350K.
  • Broadcom made up 0.03% of GenTrust's portfolio in Q1 2026, its #123 holding.
  • GenTrust first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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