AE Wealth Management’s Gentex GNTX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-14,399
| Closed | -$414K | – | 2205 |
|
2024
Q4 | $414K | Buy |
14,399
+6,135
| +74% | +$176K | ﹤0.01% | 963 |
|
2024
Q3 | $245K | Buy |
8,264
+747
| +10% | +$22.2K | ﹤0.01% | 1103 |
|
2024
Q2 | $253K | Buy |
7,517
+103
| +1% | +$3.47K | ﹤0.01% | 1083 |
|
2024
Q1 | $268K | Buy |
7,414
+100
| +1% | +$3.61K | ﹤0.01% | 998 |
|
2023
Q4 | $248K | Buy |
7,314
+364
| +5% | +$12.3K | ﹤0.01% | 1797 |
|
2023
Q3 | $226K | Sell |
6,950
-190
| -3% | -$6.18K | ﹤0.01% | 1733 |
|
2023
Q2 | $209K | Buy |
+7,140
| New | +$209K | ﹤0.01% | 1727 |
|