GENTRY PRIVATE WEALTH, LLC quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, GENTRY PRIVATE WEALTH, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2022634): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Bucket List Wealth Management, LLC | United States | $0.166B | 57 |
| PRING TURNER CAPITAL GROUP INC | United States | $0.166B | 72 |
| Mithaq Capital SPC | $0.166B | 4 | |
| Lighthouse Financial LLC | United States | $0.166B | 76 |
| Marin Bay Wealth Advisors, LLC | United States | $0.166B | 127 |
| Copley Financial Group, Inc. | United States | $0.166B | 134 |
| Fearless Solutions, LLC dba Best Invest | United States | $0.166B | 127 |
| Fee-Only Financial Planning, L.C. | United States | $0.166B | 43 |
| MOON CAPITAL MANAGEMENT LP | United States | $0.166B | 13 |
| Savoir Faire Capital Management, L.P. | United States | $0.166B | 44 |