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