G
HFGM

GenTrust’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

GenTrust’s Portfolio HFGM Stock Details HFGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.11M Buy
101,854
+14,440
+17% +$473K 0.12% 76
2026
Q1 		$2.8M Buy
87,414
+38,524
+79% +$1.26M 0.12% 75
2025
Q4 		$1.41M Buy
+48,890
New +$1.55M 0.06% 96

Other funds holding HFGM

TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

GenTrust's HFGM Position: Q2 2026 in Review

GenTrust increased its Unlimited HFGM Global Macro ETF (HFGM) stake by 17% in Q2 2026, buying an estimated $473K and bringing the position to 101,854 shares worth $3.11M. The position accounts for 0.12% of the portfolio, ranked #76.

GenTrust first reported a position in HFGM in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold HFGM as of Q2 2026.

  • GenTrust held 101,854 shares of Unlimited HFGM Global Macro ETF worth $3.11M as of Q2 2026.
  • GenTrust bought 14,440 Unlimited HFGM Global Macro ETF shares in Q2 2026, an estimated $473K.
  • Unlimited HFGM Global Macro ETF made up 0.12% of GenTrust's portfolio in Q2 2026, its #76 holding.
  • GenTrust first reported a position in Unlimited HFGM Global Macro ETF in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q2 2026.

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