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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
Q2 		$885K Sell
2,344
-153
-6% -$61.3K 0.03% 114
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GenTrust's AVGO Position: Q2 2026 in Review

GenTrust reduced its Broadcom (AVGO) stake by 6.1% in Q2 2026, selling an estimated $61.3K and leaving 2,344 shares worth $885K. The position accounts for 0.03% of the portfolio, ranked #114.

GenTrust first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • GenTrust held 2,344 shares of Broadcom worth $885K as of Q2 2026.
  • GenTrust sold 153 Broadcom shares in Q2 2026, an estimated $61.3K.
  • Broadcom made up 0.03% of GenTrust's portfolio in Q2 2026, its #114 holding.
  • GenTrust first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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