Position in PG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$410,445
+$7,313 QoQ
Shares Held
2,799
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#3,081
of 4,001 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026GENTRY PRIVATE WEALTH, LLC holds $715,974 across 2 Household & Personal Products names. PG ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
2,799 | $410,445 | |
| 2 | UL |
Unilever PLC
|
5,082 | $305,529 |
All Filings in PG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,445 | 2,799 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $403,132 | 2,791 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $434,085 | 3,029 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $507,813 | 3,305 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $506,000 | 3,176 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $536,141 | 3,146 | Shares | Defined | 2025-05-13 | |
| 2024-09-30 | $433,173 | 2,501 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $423,349 | 2,567 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||