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Ameriprise Financial shares owned by GenTrust

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by GenTrust from 13F filings

Historical chart of GenTrust investment in Ameriprise Financial

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All positions including Ameriprise Financial held by GenTrust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by GenTrust

Quarter filed Position value Share count Share price at filing
2025-12-31 $258k 527 490.18
2025-06-30 $256k 480 534.25
2025-03-31 $233k 480 484.42
2024-12-31 $264k 496 532.60
2024-09-30 $226k 480 469.83