GENTRY PRIVATE WEALTH, LLC
All 13F Filings
- Location
- Wichita, KS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 158,705
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 96 | 158,705 | 13F-HR | GENTRY PRIVATE WEALTH, LLC |
| Q3 2025 | 11/12/2025 | 90 | 143,573 | 13F-HR | GENTRY PRIVATE WEALTH, LLC |
| Q2 2025 | 7/23/2025 | 85 | 130,830 | 13F-HR | GENTRY PRIVATE WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 68.74 K | 43.3% | 9.654 K | 0 | 9.654 K |
| ETFs | 89.97 K | 56.7% | 5.473 K | 0 | 5.473 K |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
158,705
Holdings
96
QoQ value change ($000)
15,132
(10.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.