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Atria Wealth Solutions’s Gentex GNTX Stock Holding History

Atria Wealth Solutions’s Portfolio GNTX Stock Details GNTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,094
Closed -$233K – 1952
2024
Q4 		$233K Buy
8,094
+5
+0.1% +$150 ﹤0.01% 1716
2024
Q3 		$240K Buy
8,089
+3
+0% +$93 ﹤0.01% 1659
2024
Q2 		$273K Buy
8,086
+4
+0% +$138 ﹤0.01% 1567
2024
Q1 		$292K Buy
8,082
+4
+0% +$138 ﹤0.01% 1567
2023
Q4 		$264K Buy
8,078
+4
+0% +$124 ﹤0.01% 1590
2023
Q3 		$263K Buy
8,074
+4
+0% +$128 ﹤0.01% 1503
2023
Q2 		$236K Buy
8,070
+5
+0.1% +$138 ﹤0.01% 1597
2023
Q1 		$226K Buy
8,065
+4
+0% +$113 ﹤0.01% 1596
2022
Q4 		$220K Buy
+8,061
New +$215K ﹤0.01% 1554
2022
Q3 		– Sell
-8,051
Closed -$225K – 1795
2022
Q2 		$225K Buy
+8,051
New +$234K ﹤0.01% 1381

Other funds holding GNTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Atria Wealth Solutions's GNTX Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Gentex (GNTX) in Q1 2025, closing a stake of 8,094 shares — an estimated $233K sold.

Atria Wealth Solutions first reported a position in GNTX in Q2 2022 and held it in 10 quarters. The position peaked at $292K in Q1 2024. 517 funds tracked by Wall St. Rank hold GNTX as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Gentex position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,094 Gentex shares in Q1 2025, an estimated $233K.
  • Atria Wealth Solutions first reported a position in Gentex in Q2 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's Gentex position peaked at $292K in Q1 2024.
  • 517 funds tracked by Wall St. Rank held Gentex as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.