Long-term investor

Gentry Private Wealth, LLC @gentryprivatewealthllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002022634).

Record

  • Tracked since 2025-06-30 (431 days), 92 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.0% · 6 months +10.6% · 1 year +18.4% · all +18.4%
  • Max drawdown -3.1% · Sharpe 0.95 · win rate 33% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908363 · 39.4% · long · since 2025-06-30
  • 922908736 · 5.1% · long · since 2025-06-30
  • 78464A102 · 4.7% · long · since 2025-06-30
  • 78464A375 · 4.0% · long · since 2025-06-30
  • 46432F842 · 3.0% · long · since 2025-06-30
  • 38149W549 · 2.9% · long · since 2025-09-30
  • 53656F383 · 2.8% · long · since 2026-03-31
  • 46434G103 · 2.1% · long · since 2025-12-31
  • 38150K103 · 1.5% · long · since 2025-06-30
  • 46431W507 · 1.3% · long · since 2025-09-30
  • AAPL · 1.2% · long · since 2025-06-30
  • 922908769 · 1.2% · long · since 2025-06-30

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