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SOA Wealth Advisors’s Gentex GNTX Stock Holding History

SOA 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 		$57K Buy
2,256
+3
+0.1% +$71 0.01% 368
2026
Q1 		$49.2K Buy
2,253
+3
+0.1% +$70 0.01% 372
2025
Q4 		$52.4K Buy
2,250
+3
+0.1% +$72 0.01% 363
2025
Q3 		$63.6K Buy
2,247
+3
+0.1% +$80 0.01% 345
2025
Q2 		$49.4K Buy
2,244
+3
+0.1% +$66 0.01% 374
2025
Q1 		$52.2K Buy
2,241
+3
+0.1% +$77 0.01% 339
2024
Q4 		$64.3K Buy
2,238
+2
+0.1% +$60 0.01% 301
2024
Q3 		$66.4K Buy
2,236
+2
+0.1% +$62 0.01% 283
2024
Q2 		$75.3K Buy
2,234
+2
+0.1% +$69 0.02% 270
2024
Q1 		$80.6K Buy
2,232
+2
+0.1% +$69 0.02% 261
2023
Q4 		$72.8K Buy
2,230
+3
+0.1% +$93 0.02% 262
2023
Q3 		$72.5K Buy
2,227
+2
+0.1% +$64 0.02% 253
2023
Q2 		$65.1K Buy
2,225
+3
+0.1% +$83 0.02% 266
2023
Q1 		$62.3K Buy
2,222
+2
+0.1% +$56 0.02% 264
2022
Q4 		$60.5K Buy
2,220
+3
+0.1% +$80 0.02% 260
2022
Q3 		$52K Buy
2,217
+3
+0.1% +$82 0.02% 259
2022
Q2 		$61K Buy
2,214
+2
+0.1% +$58 0.02% 245
2022
Q1 		$64K Buy
2,212
+2
+0.1% +$62 0.02% 279
2021
Q4 		$76K Buy
2,210
+2
+0.1% +$71 0.02% 250
2021
Q3 		$72K Buy
2,208
+2
+0.1% +$65 0.02% 264
2021
Q2 		$73K Buy
2,206
+2
+0.1% +$69 0.02% 264
2021
Q1 		$78K Hold
2,204
– – 0.02% 224
2020
Q4 		$79K Buy
+2,204
New +$68K 0.02% 215

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

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

SOA Wealth Advisors increased its Gentex (GNTX) stake by 0.13% in Q2 2026, buying an estimated $71 and bringing the position to 2,256 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #368.

SOA Wealth Advisors first reported a position in GNTX in Q4 2020 and has held it in 23 quarters since. The position peaked at $80.6K in Q1 2024. 528 funds tracked by Wall St. Rank hold GNTX as of Q2 2026.

  • SOA Wealth Advisors held 2,256 shares of Gentex worth $57K as of Q2 2026.
  • SOA Wealth Advisors bought 3 Gentex shares in Q2 2026, an estimated $71.
  • Gentex made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #368 holding.
  • SOA Wealth Advisors first reported a position in Gentex in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Gentex position peaked at $80.6K in Q1 2024.
  • 528 funds tracked by Wall St. Rank held Gentex as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.