Carson Wealth (CWM LLC)’s Gentex GNTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
9,181
-2,065
| -18% | -$45.4K | ﹤0.01% | 2160 |
|
|
2025
Q1 | $262K | Buy |
11,246
+324
| +3% | +$7.55K | ﹤0.01% | 1750 |
|
|
2024
Q4 | $314K | Buy |
10,922
+833
| +8% | +$23.9K | ﹤0.01% | 1565 |
|
|
2024
Q3 | $300K | Sell |
10,089
-176
| -2% | -$5.23K | ﹤0.01% | 1542 |
|
|
2024
Q2 | $346K | Buy |
10,265
+695
| +7% | +$23.4K | ﹤0.01% | 1323 |
|
|
2024
Q1 | $346K | Buy |
9,570
+197
| +2% | +$7.12K | ﹤0.01% | 1271 |
|
|
2023
Q4 | $306K | Sell |
9,373
-1,324
| -12% | -$43.2K | ﹤0.01% | 1238 |
|
|
2023
Q3 | $348K | Buy |
10,697
+1,409
| +15% | +$45.8K | ﹤0.01% | 1100 |
|
|
2023
Q2 | $272K | Sell |
9,288
-267
| -3% | -$7.82K | ﹤0.01% | 1144 |
|
|
2023
Q1 | $268K | Buy |
9,555
+2,953
| +45% | +$82.8K | ﹤0.01% | 1091 |
|
|
2022
Q4 | $180K | Buy |
6,602
+1,486
| +29% | +$40.5K | ﹤0.01% | 1136 |
|
|
2022
Q3 | $122K | Sell |
5,116
-1,622
| -24% | -$38.7K | ﹤0.01% | 1257 |
|
|
2022
Q2 | $188K | Buy |
6,738
+2,160
| +47% | +$60.3K | ﹤0.01% | 1066 |
|
|
2022
Q1 | $134K | Buy |
4,578
+490
| +12% | +$14.3K | ﹤0.01% | 1206 |
|
|
2021
Q4 | $142K | Buy |
+4,088
| New | +$142K | ﹤0.01% | 1163 |
|
|
2021
Q2 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1018 |
|
|
2021
Q1 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1018 |
|
|
2020
Q4 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1018 |
|
|
2020
Q3 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1018 |
|
|
2020
Q2 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1018 |
|
|
2020
Q1 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1018 |
|
|
2019
Q4 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1018 |
|
|
2019
Q3 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1018 |
|
|
2019
Q2 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1018 |
|
|
2019
Q1 | $139K | Buy |
+4,199
| New | +$139K | ﹤0.01% | 1018 |
|
|
2017
Q1 | – | Sell |
-69
| Closed | -$1K | – | 1224 |
|
|
2016
Q4 | $1K | Sell |
69
-731
| -91% | -$10.6K | ﹤0.01% | 1046 |
|
|
2016
Q3 | $14K | Buy |
800
+600
| +300% | +$10.5K | ﹤0.01% | 617 |
|
|
2016
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 678 |
|
|
2016
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 649 |
|
|
2015
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 572 |
|
|
2015
Q3 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 546 |
|
|
2014
Q1 | – | Sell |
-200
| Closed | -$3K | – | 264 |
|
|
2013
Q4 | $3K | Sell |
200
-300
| -60% | -$4.5K | ﹤0.01% | 520 |
|
|
2013
Q3 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 362 |
|