Prospera Financial Services’s Gentex GNTX Stock Holding History

Prospera Financial Services’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 Q4	–	Sell	-9,355	Closed	-$265K	–	1386
2025 Q3	$265K	Sell	9,355 -2,032	-18%	-$54K	﹤0.01%	1189
2025 Q2	$250K	Sell	11,387 -171	-1%	-$3.74K	﹤0.01%	1175
2025 Q1	$269K	Buy	11,558 +1,829	+19%	+$46.8K	0.01%	1029
2024 Q4	$280K	Sell	9,729 -273	-3%	-$8.17K	0.01%	957
2024 Q3	$297K	Buy	10,002 +226	+2%	+$7.02K	0.01%	925
2024 Q2	$330K	Buy	+9,776	New	+$338K	0.01%	876
2022 Q3	–	Sell	-34	Closed	-$1K	–	1144
2022 Q2	$1K	Sell	34 -70	-67%	-$2.04K	﹤0.01%	1594
2022 Q1	$3K	Buy	+104	New	+$3.23K	﹤0.01%	2382
2020 Q4	–	Sell	-140	Closed	-$4K	–	1025
2020 Q3	$4K	Buy	+140	New	+$3.72K	﹤0.01%	1327
2020 Q1	–	Sell	-66,628	Closed	-$1.93M	–	562
2019 Q4	$1.93M	Buy	66,628 +58,220	+692%	+$1.64M	0.15%	174
2019 Q3	$232K	Buy	+8,408	New	+$222K	0.02%	487

Other funds holding GNTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Bank of Montreal

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

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

Dimensional Fund Advisors

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

Fuller & Thaler Asset Management

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

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