GenTrust’s T. Rowe Price TROW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$229K Buy
+2,012
New +$206K 0.01% 183
2026
Q1
Sell
-2,114
Closed -$216K 324
2025
Q4
$216K Buy
2,114
+110
+5% +$11.4K 0.01% 265
2025
Q3
$206K Buy
+2,004
New +$211K 0.01% 202
2025
Q1
Sell
-2,000
Closed -$226K 214
2024
Q4
$226K Hold
2,000
0.01% 180
2024
Q3
$218K Hold
2,000
0.01% 189
2024
Q2
$231K Sell
2,000
-87,156
-98% -$10M 0.01% 165
2024
Q1
$10.9M Hold
89,156
0.67% 28
2023
Q4
$9.6M Hold
89,156
0.64% 31
2023
Q3
$9.35M Hold
89,156
0.66% 32
2023
Q2
$9.99M Hold
89,156
0.68% 30
2023
Q1
$10.1M Sell
89,156
-9,680
-10% -$1.11M 0.73% 28
2022
Q4
$10.8M Sell
98,836
-1,400
-1% -$158K 0.96% 28
2022
Q3
$10.5M Sell
100,236
-2,100
-2% -$251K 0.91% 28
2022
Q2
$11.6M Hold
102,336
0.96% 34
2022
Q1
$15.5M Hold
102,336
1.19% 27
2021
Q4
$15.9M Sell
102,336
-5,000
-5% -$1.02M 1.25% 17
2021
Q3
$21.1M Sell
107,336
-9,000
-8% -$1.9M 1.75% 13
2021
Q2
$23M Hold
116,336
1.94% 12
2021
Q1
$19.9M Buy
+116,336
New +$19.1M 1.87% 13
2020
Q4
Sell
-116,873
Closed -$16.7M 162
2020
Q3
$15M Sell
116,873
-4,885
-4% -$646K 1.38% 21
2020
Q2
$15M Buy
121,758
+80
+0.1% +$9.12K 1.86% 13
2020
Q1
$11.9M Sell
121,678
-5,000
-4% -$612K 1.7% 15
2019
Q4
$15.4M Sell
126,678
-11,837
-9% -$1.4M 2.24% 12
2019
Q3
$15.8M Hold
138,515
2.49% 11
2019
Q2
$15.2M Buy
138,515
+15
+0% +$1.58K 2.44% 11
2019
Q1
$13.9M Hold
138,500
2.26% 11
2018
Q4
$12.8M Hold
138,500
2.29% 10
2018
Q3
$15.1M Hold
138,500
2.43% 13
2018
Q2
$16.1M Hold
138,500
2.7% 12
2018
Q1
$15M Sell
138,500
-1,792
-1% -$200K 2.59% 12
2017
Q4
$14.7M Hold
140,292
2.64% 12
2017
Q3
$12.7M Buy
140,292
+1,401
+1% +$116K 2.4% 12
2017
Q2
$10.3M Buy
+138,891
New +$9.93M 2.13% 12
2017
Q1
Sell
-134,211
Closed -$10.1M 87
2016
Q4
$10.1M Buy
+134,211
New +$9.51M 2.02% 14

Other funds holding TROW

GenTrust's TROW Position: Q2 2026 in Review

GenTrust opened a new position in T. Rowe Price (TROW) in Q2 2026: 2,012 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #183 among its holdings. This is a return to the name: GenTrust previously reported a position in TROW as recently as Q4 2025.

GenTrust first reported a position in TROW in Q4 2016 and has held it in 34 quarters since. The position peaked at $23M in Q2 2021. 1,159 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • GenTrust held 2,012 shares of T. Rowe Price worth $229K as of Q2 2026.
  • T. Rowe Price was a new GenTrust position in Q2 2026.
  • T. Rowe Price made up 0.01% of GenTrust's portfolio in Q2 2026, its #183 holding.
  • GenTrust first reported a position in T. Rowe Price in Q4 2016 and has held it in 34 quarters since.
  • GenTrust's T. Rowe Price position peaked at $23M in Q2 2021.
  • 1,159 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

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