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	–	Sell	-32,100	Closed	-$1M	–	287
2025 Q4	$1M	Buy	+32,100	New	+$11.5M	0.04%	118

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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. 4,835 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.
4,835 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.