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Sheets Smith Wealth Management’s Gentex GNTX Stock Holding History

Sheets Smith 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
2024
Q3 		– Sell
-11,378
Closed -$384K – 383
2024
Q2 		$384K Buy
11,378
+526
+5% +$18.2K 0.05% 285
2024
Q1 		$392K Hold
10,852
– – 0.04% 293
2023
Q4 		$354K Sell
10,852
-968
-8% -$29.9K 0.05% 268
2023
Q3 		$385K Buy
+11,820
New +$379K 0.06% 239

Other funds holding GNTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's GNTX Position: Q3 2024 in Review

Sheets Smith Wealth Management sold out of Gentex (GNTX) in Q3 2024, closing a stake of 11,378 shares — an estimated $384K sold.

Sheets Smith Wealth Management first reported a position in GNTX in Q3 2023 and held it in 4 quarters. The position peaked at $392K in Q1 2024. 525 funds tracked by Wall St. Rank hold GNTX as of Q3 2024.

  • Sheets Smith Wealth Management reported no remaining Gentex position as of Q3 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 11,378 Gentex shares in Q3 2024, an estimated $384K.
  • Sheets Smith Wealth Management first reported a position in Gentex in Q3 2023 and held it in 4 quarters.
  • Sheets Smith Wealth Management's Gentex position peaked at $392K in Q1 2024.
  • 525 funds tracked by Wall St. Rank held Gentex as of Q3 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.