GenTrust’s Gartner IT Stock Holding History

GenTrust’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,472	Closed	-$233K	–	252
2026 Q1	$233K	Buy	1,472 +309	+27%	+$56.9K	0.01%	244
2025 Q4	$293K	Buy	+1,163	New	+$280K	0.01%	214
2025 Q1	–	Sell	-443	Closed	-$215K	–	199
2024 Q4	$215K	Buy	443 +29	+7%	+$15K	0.01%	190
2024 Q3	$210K	Buy	+414	New	+$199K	0.01%	192

Other funds holding IT

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

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

GenTrust's IT Position: Q2 2026 in Review

GenTrust sold out of Gartner (IT) in Q2 2026, closing a stake of 1,472 shares — an estimated $233K sold.

GenTrust first reported a position in IT in Q3 2024 and held it in 4 quarters. The position peaked at $293K in Q4 2025. 650 funds tracked by Wall St. Rank hold IT as of Q2 2026.

GenTrust reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
GenTrust sold 1,472 Gartner shares in Q2 2026, an estimated $233K.
GenTrust first reported a position in Gartner in Q3 2024 and held it in 4 quarters.
GenTrust's Gartner position peaked at $293K in Q4 2025.
650 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

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