GenTrust’s HubSpot HUBS Stock Holding History

GenTrust’s Portfolio HUBS Stock Details HUBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-760	Closed	-$305K	–	298
2025 Q4	$305K	Buy	+760	New	+$315K	0.01%	210

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GenTrust's HUBS Position: Q1 2026 in Review

GenTrust sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 760 shares — an estimated $305K sold.

GenTrust first reported a position in HUBS in Q4 2025 and held it in 1 quarter. The position peaked at $305K in Q4 2025. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

GenTrust reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
GenTrust sold 760 HubSpot shares in Q1 2026, an estimated $305K.
GenTrust first reported a position in HubSpot in Q4 2025 and held it in 1 quarter.
GenTrust's HubSpot position peaked at $305K in Q4 2025.
677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

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