EWA
GNTX icon

EverSource Wealth Advisors’s Gentex GNTX Stock Holding History

EverSource 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
Q2 		$62K Sell
2,453
-689
-22% -$16.3K ﹤0.01% 1635
2026
Q1 		$68.7K Buy
3,142
+1,283
+69% +$29.7K ﹤0.01% 1663
2025
Q4 		$43.3K Sell
1,859
-2,757
-60% -$66.5K ﹤0.01% 1844
2025
Q3 		$131K Buy
4,616
+104
+2% +$2.76K 0.01% 1130
2025
Q2 		$99.2K Buy
4,512
+4,301
+2,038% +$94K ﹤0.01% 1208
2025
Q1 		$4.92K Buy
211
+51
+32% +$1.3K ﹤0.01% 2503
2024
Q4 		$4.6K Sell
160
-1,127
-88% -$33.7K ﹤0.01% 2386
2024
Q3 		$38.2K Sell
1,287
-54
-4% -$1.68K ﹤0.01% 1183
2024
Q2 		$41.7K Buy
1,341
+850
+173% +$29.3K ﹤0.01% 1172
2024
Q1 		$16.8K Buy
491
+418
+573% +$14.5K ﹤0.01% 1448
2023
Q4 		$2.38K Buy
73
+54
+284% +$1.67K ﹤0.01% 2120
2023
Q3 		$618 Hold
19
– – ﹤0.01% 2338
2023
Q2 		$556 Buy
19
+1
+6% +$28 ﹤0.01% 2330
2023
Q1 		$505 Buy
+18
New +$507 ﹤0.01% 2225

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

EverSource Wealth Advisors's GNTX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Gentex (GNTX) stake by 22% in Q2 2026, selling an estimated $16.3K and leaving 2,453 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

EverSource Wealth Advisors first reported a position in GNTX in Q1 2023 and has held it in 14 quarters since. The position peaked at $131K in Q3 2025. 528 funds tracked by Wall St. Rank hold GNTX as of Q2 2026.

  • EverSource Wealth Advisors held 2,453 shares of Gentex worth $62K as of Q2 2026.
  • EverSource Wealth Advisors sold 689 Gentex shares in Q2 2026, an estimated $16.3K.
  • Gentex made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1635 holding.
  • EverSource Wealth Advisors first reported a position in Gentex in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Gentex position peaked at $131K in Q3 2025.
  • 528 funds tracked by Wall St. Rank held Gentex as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.