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Global X Fds shares owned by Gentry Private Wealth

Quarter-by-quarter ownership of Global X Fds (CLIP) shares owned by Gentry Private Wealth from 13F filings

Historical chart of Gentry Private Wealth investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Gentry Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by Gentry Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $306k 3.1k 100.42
2025-06-30 $557k 5.6k 100.42
2025-03-31 $557k 5.6k 100.44
2024-12-31 $501k 5.0k 100.10
2024-09-30 $578k 5.8k 100.50

More positions owned by Gentry Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Nyse Tech Etf (XNTK)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Muni Income Etf (GMUB)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares U S Etf Tr Short Duration B (NEAR)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Goldman Sachs Physical Gold Unit (AAAU)
Apple (AAPL)

View all positions for Gentry Private Wealth

Top funds holding Global X Fds

Sei Investments
LPL Financial
Capital Investment Advisors
49 Wealth Management
Advisor OS
Mjp Associates
Accurate Wealth Management
Global X Japan
Peterson Wealth Advisors
Pasadena Private Wealth
Mirae Asset Global Etfs Holdings
APS Management Group
Advisor Group Holdings
Belpointe Asset Management
Alaethes Wealth

View all funds holding Global X Fds