LGWM
GNTX icon

Litman Gregory Wealth Management’s Gentex GNTX Stock Holding History

Litman Gregory Wealth Management’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
2021
Q2 		– Sell
-611
Closed -$22K – 109
2021
Q1 		$22K Sell
611
-3,259
-84% -$116K ﹤0.01% 126
2020
Q4 		$131K Buy
3,870
+352
+10% +$10.9K 0.02% 69
2020
Q3 		$91K Sell
3,518
-90
-2% -$2.39K 0.02% 76
2020
Q2 		$93K Hold
3,608
– – 0.02% 71
2020
Q1 		$80K Buy
+3,608
New +$100K 0.02% 68

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
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Litman Gregory Wealth Management's GNTX Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of Gentex (GNTX) in Q2 2021, closing a stake of 611 shares — an estimated $22K sold.

Litman Gregory Wealth Management first reported a position in GNTX in Q1 2020 and held it in 5 quarters. The position peaked at $131K in Q4 2020. 489 funds tracked by Wall St. Rank hold GNTX as of Q2 2021.

  • Litman Gregory Wealth Management reported no remaining Gentex position as of Q2 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 611 Gentex shares in Q2 2021, an estimated $22K.
  • Litman Gregory Wealth Management first reported a position in Gentex in Q1 2020 and held it in 5 quarters.
  • Litman Gregory Wealth Management's Gentex position peaked at $131K in Q4 2020.
  • 489 funds tracked by Wall St. Rank held Gentex as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.