Gen Trust, LLC Purchases in Q4 2024

Gen Trust, LLC

  • $2.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
197
+ 5.45%
$61.74 - $71.71 $12.2K - $14.1K
3.81K $237K
ADBE
Adobe Inc.

Technology
28
+ 4.99%
$437.39 - $552.96 $12.2K - $15.5K
589 $261K
QCOM
Qualcomm Inc

Technology
44
+ 1.84%
$150.4 - $178.04 $6.62K - $7.83K
2.44K $374K
BBY
Best Buy CO Inc

Consumer Cyclical
190
+ 6.37%
$85.2 - $101.35 $16.2K - $19.3K
3.17K $272K
VTV
Vanguard Value ETF

ETFs
1.09K
+ 2.55%
$168.32 - $181.87 $184K - $199K
44K $7.45M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
69
+ 0.32%
$46.33 - $48.6 $3.2K - $3.35K
22K $1.02M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
500
+ 5.59%
$22.4 - $29.88 $11.2K - $14.9K
9.45K $212K
EMB
Ishares Tr

ETFs
1.1K
+ 3.29%
$88.94 - $93.46 $97.8K - $103K
34.5K $3.07M
NEE
Nextera Energy Inc

Utilities
28
+ 0.62%
$69.77 - $85.43 $1.95K - $2.39K
4.52K $323K
DBB
Invesco Db Base Metals Fund

ETFs
8K
+ 7.02%
$18.85 - $21.42 $151K - $171K
122K $2.3M
LOW
Lowes Companies Inc

Consumer Cyclical
29
+ 0.74%
$244.52 - $284.07 $7.09K - $8.24K
3.94K $971K
LLY
Eli Lilly & CO

Healthcare
9
+ 1.06%
$727.2 - $932.06 $6.54K - $8.39K
861 $664K
EWL
Ishares Inc Msci Switzerlnd

ETFs
900
+ 3.86%
$45.73 - $51.84 $41.2K - $46.7K
24.2K $1.11M
UNH
Unitedhealth Group Inc

Healthcare
57
+ 2.46%
$485.52 - $625.25 $27.7K - $35.6K
2.38K $1.2M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
16
+ 0.08%
$75.65 - $83.47 $1.21K - $1.34K
19.6K $1.49M
EWY
Ishares Inc Msci South Korea E

ETFs
600
+ 3.8%
$50.89 - $63.57 $30.5K - $38.1K
16.4K $833K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.77K
+ 1.25%
$49.79 - $51.14 $437K - $448K
712K $35.7M
VEA
Vanguard Ftse Developed Market

ETFs
2.35K
+ 1.84%
$47.57 - $52.44 $112K - $123K
130K $6.22M
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
15K
+ 5.73%
$36.06 - $39.96 $541K - $599K
277K $10M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
147
+ 0.13%
$442.29 - $483.08 $65K - $71K
111K $50.5M
SCHP
Schwab Strategic Us Tips ETF

ETFs
118K
+ 77.08%
$25.74 - $53.78 $3.04M - $6.36M
272K $7.02M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
64K
+ 6.04%
$70.63 - $78.23 $4.52M - $5M
1.12M $79.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.34K
+ 0.25%
$96.64 - $101.23 $322K - $338K
1.35M $131M
Activity Summary
Buys All Purchases 124 New Holdings 32 Increased Positions 92 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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