Independent Advisor Alliance’s Gentex GNTX Stock Holding History

Independent Advisor Alliance’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	$1.22M	Sell	55,779 -15,247	-21%	-$353K	0.01%	731
2025 Q4	$1.65M	Buy	+71,026	New	+$1.71M	0.04%	348
2020 Q2	–	Sell	-14,551	Closed	-$322K	–	514
2020 Q1	$322K	Buy	14,551 +1,141	+9%	+$31.7K	0.05%	267
2019 Q4	$389K	Sell	13,410 -1,308	-9%	-$36.8K	0.02%	596
2019 Q3	$405K	Sell	14,718 -1,168	-7%	-$30.9K	0.05%	278
2019 Q2	$391K	Sell	15,886 -3,074	-16%	-$69.6K	0.06%	253
2019 Q1	$392K	Sell	18,960 -325	-2%	-$6.79K	0.06%	262
2018 Q4	$390K	Buy	19,285 +2,781	+17%	+$58.3K	0.07%	242
2018 Q3	$341K	Buy	16,504 +2,918	+21%	+$67.5K	0.06%	244
2018 Q2	$303K	Buy	+13,586	New	+$322K	0.06%	245

Other funds holding GNTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return