GENTRY PRIVATE WEALTH, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$122M
Signature - Title
Michelle McCarthy - Compliance Consultant
Location
Wichita, KS
Summary
This page shows a list of all the recent 13F filings made by GENTRY PRIVATE WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GENTRY PRIVATE WEALTH, LLC reported 83 stock holdings with total value $122M as of Q3 2024. Top holdings included VOO, VUG, JQUA, BOXX, and SPIB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 83 $122M +$13.1M -$10.1M +$3M VOO, VUG, JQUA, BOXX, SPIB 13F-HR 11/12/2024, 03:23 PM
Q2 2024 76 $114M $0 $0 VOO, VUG, JQUA, VTI, SPIB 13F-HR 8/5/2024, 04:08 PM