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EP Wealth Advisors’s Gentex GNTX Stock Holding History

EP Wealth Advisors’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
2026
Q1 		– Sell
-9,914
Closed -$231K – 1538
2025
Q4 		$231K Buy
+9,914
New +$239K ﹤0.01% 1300
2025
Q2 		$237K Buy
10,795
+1,982
+22% +$43.3K ﹤0.01% 1155
2025
Q1 		$205K Buy
8,813
+1,737
+25% +$44.4K ﹤0.01% 1118
2024
Q4 		$203K Buy
+7,076
New +$212K ﹤0.01% 1076

Other funds holding GNTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EP Wealth Advisors's GNTX Position: Q1 2026 in Review

EP Wealth Advisors sold out of Gentex (GNTX) in Q1 2026, closing a stake of 9,914 shares — an estimated $231K sold.

EP Wealth Advisors first reported a position in GNTX in Q4 2024 and held it in 4 quarters. The position peaked at $237K in Q2 2025. 504 funds tracked by Wall St. Rank hold GNTX as of Q1 2026.

  • EP Wealth Advisors reported no remaining Gentex position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 9,914 Gentex shares in Q1 2026, an estimated $231K.
  • EP Wealth Advisors first reported a position in Gentex in Q4 2024 and held it in 4 quarters.
  • EP Wealth Advisors's Gentex position peaked at $237K in Q2 2025.
  • 504 funds tracked by Wall St. Rank held Gentex as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.