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Physician Wealth Advisors’s Gentex GNTX Stock Holding History

Physician 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 		$3.74K Sell
148
-43
-23% -$1.02K ﹤0.01% 1221
2026
Q1 		$4.17K Buy
191
+110
+136% +$2.55K ﹤0.01% 1070
2025
Q4 		$1.89K Sell
81
-8
-9% -$193 ﹤0.01% 1315
2025
Q3 		$2.52K Buy
89
+35
+65% +$930 ﹤0.01% 1123
2025
Q2 		$1.19K Sell
54
-18
-25% -$394 ﹤0.01% 1283
2025
Q1 		$1.68K Buy
+72
New +$1.84K ﹤0.01% 910

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

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

Physician Wealth Advisors reduced its Gentex (GNTX) stake by 23% in Q2 2026, selling an estimated $1.02K and leaving 148 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Physician Wealth Advisors first reported a position in GNTX in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.17K in Q1 2026. 531 funds tracked by Wall St. Rank hold GNTX as of Q2 2026.

  • Physician Wealth Advisors held 148 shares of Gentex worth $3.74K as of Q2 2026.
  • Physician Wealth Advisors sold 43 Gentex shares in Q2 2026, an estimated $1.02K.
  • Gentex made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1221 holding.
  • Physician Wealth Advisors first reported a position in Gentex in Q1 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Gentex position peaked at $4.17K in Q1 2026.
  • 531 funds tracked by Wall St. Rank held Gentex as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.