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Phoenix Wealth Advisors’s Gentex GNTX Stock Holding History

Phoenix 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
-9,283
Closed -$216K – 128
2025
Q4 		$216K Sell
9,283
-767
-8% -$18.5K 0.08% 121
2025
Q3 		$284K Sell
10,050
-191
-2% -$5.08K 0.11% 112
2025
Q2 		$225K Sell
10,241
-47
-0.5% -$1.03K 0.09% 119
2025
Q1 		$240K Buy
10,288
+304
+3% +$7.77K 0.1% 113
2024
Q4 		$287K Sell
9,984
-76
-0.8% -$2.27K 0.12% 96
2024
Q3 		$299K Sell
10,060
-136
-1% -$4.22K 0.14% 97
2024
Q2 		$344K Buy
10,196
+306
+3% +$10.6K 0.17% 93
2024
Q1 		$357K Sell
9,890
-212
-2% -$7.33K 0.22% 85
2023
Q4 		$326K Buy
10,102
+4
+0% +$124 0.23% 87
2023
Q3 		$329K Buy
10,098
+123
+1% +$3.94K 0.19% 77
2023
Q2 		$292K Sell
9,975
-467
-4% -$12.9K 0.17% 88
2023
Q1 		$293K Buy
10,442
+244
+2% +$6.88K 0.18% 78
2022
Q4 		$278K Buy
10,198
+370
+4% +$9.87K 0.17% 85
2022
Q3 		$234K Sell
9,828
-49
-0.5% -$1.34K 0.23% 97
2022
Q2 		$276K Buy
+9,877
New +$287K 0.27% 87
2022
Q1 		– Sell
-8,383
Closed -$292K – 107
2021
Q4 		$292K Sell
8,383
-1,962
-19% -$69.6K 0.22% 92
2021
Q3 		$341K Buy
10,345
+103
+1% +$3.33K 0.25% 81
2021
Q2 		$338K Buy
10,242
+941
+10% +$32.6K 0.24% 86
2021
Q1 		$335K Buy
9,301
+2,169
+30% +$77.1K 0.26% 78
2020
Q4 		$242K Buy
+7,132
New +$220K 0.18% 94

Other funds holding GNTX

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
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
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

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

Phoenix Wealth Advisors sold out of Gentex (GNTX) in Q1 2026, closing a stake of 9,283 shares — an estimated $216K sold.

Phoenix Wealth Advisors first reported a position in GNTX in Q4 2020 and held it in 20 quarters. The position peaked at $357K in Q1 2024. 501 funds tracked by Wall St. Rank hold GNTX as of Q1 2026.

  • Phoenix Wealth Advisors reported no remaining Gentex position as of Q1 2026 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 9,283 Gentex shares in Q1 2026, an estimated $216K.
  • Phoenix Wealth Advisors first reported a position in Gentex in Q4 2020 and held it in 20 quarters.
  • Phoenix Wealth Advisors's Gentex position peaked at $357K in Q1 2024.
  • 501 funds tracked by Wall St. Rank held Gentex as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.