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Simplicity Wealth’s Gentex GNTX Stock Holding History

Simplicity Wealth’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
-28,975
Closed -$977K – 770
2024
Q2 		$977K Buy
28,975
+1,387
+5% +$47.9K 0.02% 537
2024
Q1 		$996K Buy
+27,588
New +$954K 0.02% 519

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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 $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Wealth's GNTX Position: Q3 2024 in Review

Simplicity Wealth sold out of Gentex (GNTX) in Q3 2024, closing a stake of 28,975 shares — an estimated $977K sold.

Simplicity Wealth first reported a position in GNTX in Q1 2024 and held it in 2 quarters. The position peaked at $996K in Q1 2024. 525 funds tracked by Wall St. Rank hold GNTX as of Q3 2024.

  • Simplicity Wealth reported no remaining Gentex position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 28,975 Gentex shares in Q3 2024, an estimated $977K.
  • Simplicity Wealth first reported a position in Gentex in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Gentex position peaked at $996K in Q1 2024.
  • 525 funds tracked by Wall St. Rank held Gentex as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.