Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Genter Capital Dividend Income ETF(GEND)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for GEND
11/13/2026: GEND (3-star) is a STRONG-BUY. BUY for 12 days. Simulated Profits (-0.22%). Updated daily EoD!
Genter Capital Dividend Income ETF (GEND) is an actively managed fund that provides exposure to a curated portfolio of dividend-paying US companies. Its main strength is active oversight, which aims to select quality firms with sustainable payouts, potentially outperforming broader benchmarks. It serves as a core income-oriented holding for long-term portfolios. Investors should consider risks like its higher expense ratio compared to passive peers and inherent equity market volatility. GEND is best suited for income-focused investors who prioritize professional security selection.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While the fund focuses on dividend growth, it lacks the aggressive capital appreciation profile sought by pure growth investors. |
| Momentum investor | Weak fit | The fund's strategy is value and income-oriented rather than focused on high-momentum price trends. |
| Value investor | Strong fit | The focus on dividend-paying companies naturally aligns with value-oriented stock selection criteria. |
| Dividend/Income investor | Strong fit | This is the core target audience, as the fund is specifically designed to provide consistent dividend income. |
| Low-risk investor | Mixed fit | While dividends can provide stability, equity market exposure remains subject to overall stock market volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking exposure to high-quality dividend stocks who value professional active management over low-cost passive tracking.
Suitability
Best suited for long-term investors looking for a core income-producing holding rather than short-term traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity investments fluctuate with market sentiment, impacting the fund's total return. |
| Market risk | Medium / high | Broad economic downturns can affect the entire stock market and reduce equity prices. |
| Concentration | Medium | The fund is limited to dividend-paying equities, which may leave it vulnerable to specific sector underperformance. |
| Tracking/expense | Medium | The higher expense ratio requires the active manager to outperform to justify the cost over passive alternatives. |
| Liquidity | Medium | Lower trading volume compared to industry giants can make larger trades more difficult to execute at tight spreads. |
| Business/sector quality | Low | The manager focuses on high-quality companies, mitigating some fundamental business risks. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
GEND displays moderate volatility consistent with the broader equity market, mitigated slightly by the quality bias of its holdings.
Market Risk
The fund is inherently exposed to equity market risk; if broad indices decline, the dividend-paying stocks held by GEND are also likely to drop.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap US Equities | 70 | Provides exposure to stable, established companies capable of consistent dividend payments. |
| Market capitalization | Mid-Cap US Equities | 25 | Offers additional growth potential and diversification outside of mega-cap stocks. |
| Cash/collateral | Cash and Equivalents | 5 | Maintains liquidity for tactical trading and management of fund inflows or outflows. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 25.03% | Avg. Invested days 75 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.