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Lakeshore Financial Planning’s Gentex GNTX Stock Holding History

Lakeshore Financial Planning’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
2025
Q1 		– Sell
-8,900
Closed -$256K – 80
2024
Q4 		$256K Sell
8,900
-1,187
-12% -$35.5K 0.11% 58
2024
Q3 		$299K Sell
10,087
-413
-4% -$12.8K 0.13% 53
2024
Q2 		$354K Hold
10,500
– – 0.17% 41
2024
Q1 		$379K Sell
10,500
-500
-5% -$17.3K 0.19% 38
2023
Q4 		$359K Sell
11,000
-1,000
-8% -$30.9K 0.2% 37
2023
Q3 		$390K Buy
+12,000
New +$385K 0.22% 35

Other funds holding GNTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lakeshore Financial Planning's GNTX Position: Q1 2025 in Review

Lakeshore Financial Planning sold out of Gentex (GNTX) in Q1 2025, closing a stake of 8,900 shares — an estimated $256K sold.

Lakeshore Financial Planning first reported a position in GNTX in Q3 2023 and held it in 6 quarters. The position peaked at $390K in Q3 2023. 517 funds tracked by Wall St. Rank hold GNTX as of Q1 2025.

  • Lakeshore Financial Planning reported no remaining Gentex position as of Q1 2025 after selling out during the quarter.
  • Lakeshore Financial Planning sold 8,900 Gentex shares in Q1 2025, an estimated $256K.
  • Lakeshore Financial Planning first reported a position in Gentex in Q3 2023 and held it in 6 quarters.
  • Lakeshore Financial Planning's Gentex position peaked at $390K in Q3 2023.
  • 517 funds tracked by Wall St. Rank held Gentex as of Q1 2025.

Based on Lakeshore Financial Planning's 13F filing for Q1 2025, filed 15 May 2025.