Carson Wealth (CWM LLC)’s Gentex GNTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $621K | Buy |
28,409
+17,404
| +158% | +$403K | ﹤0.01% | 1857 |
|
|
2025
Q4 | $256K | Buy |
11,005
+1,357
| +14% | +$32.7K | ﹤0.01% | 2368 |
|
|
2025
Q3 | $273K | Buy |
9,648
+467
| +5% | +$12.4K | ﹤0.01% | 2208 |
|
|
2025
Q2 | $202K | Sell |
9,181
-2,065
| -18% | -$45.1K | ﹤0.01% | 2162 |
|
|
2025
Q1 | $262K | Buy |
11,246
+324
| +3% | +$8.29K | ﹤0.01% | 1752 |
|
|
2024
Q4 | $314K | Buy |
10,922
+833
| +8% | +$24.9K | ﹤0.01% | 1567 |
|
|
2024
Q3 | $300K | Sell |
10,089
-176
| -2% | -$5.47K | ﹤0.01% | 1543 |
|
|
2024
Q2 | $346K | Buy |
10,265
+695
| +7% | +$24K | ﹤0.01% | 1324 |
|
|
2024
Q1 | $346K | Buy |
9,570
+197
| +2% | +$6.82K | ﹤0.01% | 1272 |
|
|
2023
Q4 | $306K | Sell |
9,373
-1,324
| -12% | -$40.9K | ﹤0.01% | 1240 |
|
|
2023
Q3 | $348K | Buy |
10,697
+1,409
| +15% | +$45.2K | ﹤0.01% | 1103 |
|
|
2023
Q2 | $272K | Sell |
9,288
-267
| -3% | -$7.36K | ﹤0.01% | 1146 |
|
|
2023
Q1 | $268K | Buy |
9,555
+2,953
| +45% | +$83.2K | ﹤0.01% | 1093 |
|
|
2022
Q4 | $180K | Buy |
6,602
+1,486
| +29% | +$39.6K | ﹤0.01% | 1138 |
|
|
2022
Q3 | $122K | Sell |
5,116
-1,622
| -24% | -$44.5K | ﹤0.01% | 1259 |
|
|
2022
Q2 | $188K | Buy |
6,738
+2,160
| +47% | +$62.9K | ﹤0.01% | 1068 |
|
|
2022
Q1 | $134K | Buy |
4,578
+490
| +12% | +$15.2K | ﹤0.01% | 1208 |
|
|
2021
Q4 | $142K | Buy |
+4,088
| New | +$145K | ﹤0.01% | 1165 |
|
|
2021
Q2 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1020 |
|
|
2021
Q1 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1020 |
|
|
2020
Q4 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1020 |
|
|
2020
Q3 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1020 |
|
|
2020
Q2 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1020 |
|
|
2020
Q1 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1020 |
|
|
2019
Q4 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1020 |
|
|
2019
Q3 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1020 |
|
|
2019
Q2 | $139K | Hold |
4,199
| – | – | ﹤0.01% | 1020 |
|
|
2019
Q1 | $139K | Buy |
+4,199
| New | +$87.8K | ﹤0.01% | 1020 |
|
|
2017
Q1 | – | Sell |
-69
| Closed | -$1K | – | 1225 |
|
|
2016
Q4 | $1K | Sell |
69
-731
| -91% | -$13.3K | ﹤0.01% | 1047 |
|
|
2016
Q3 | $14K | Buy |
800
+600
| +300% | +$10.4K | ﹤0.01% | 618 |
|
|
2016
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 681 |
|
|
2016
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 650 |
|
|
2015
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 573 |
|
|
2015
Q3 | $3K | Buy |
+200
| New | +$3.18K | ﹤0.01% | 548 |
|
|
2014
Q1 | – | Sell |
-200
| Closed | -$3K | – | 286 |
|
|
2013
Q4 | $3K | Sell |
200
-300
| -60% | -$4.4K | ﹤0.01% | 568 |
|
|
2013
Q3 | $6K | Buy |
+500
| New | +$5.93K | ﹤0.01% | 362 |
|
Other funds holding GNTX
AI
Carson Wealth (CWM LLC)'s GNTX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Gentex (GNTX) stake by 158% in Q1 2026, buying an estimated $403K and bringing the position to 28,409 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.
Carson Wealth (CWM LLC) first reported a position in GNTX in Q3 2013 and has held it in 36 quarters since. 504 funds tracked by Wall St. Rank hold GNTX as of Q1 2026.
- Carson Wealth (CWM LLC) held 28,409 shares of Gentex worth $621K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 17,404 Gentex shares in Q1 2026, an estimated $403K.
- Gentex made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1857 holding.
- Carson Wealth (CWM LLC) first reported a position in Gentex in Q3 2013 and has held it in 36 quarters since.
- 504 funds tracked by Wall St. Rank held Gentex as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.