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Spire Wealth Management’s Gentex GNTX Stock Holding History

Spire 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
Q2 		– Sell
-1,263
Closed -$45.6K – 2289
2024
Q1 		$45.6K Sell
1,263
-119
-9% -$4.12K ﹤0.01% 1247
2023
Q4 		$44.7K Sell
1,382
-255
-16% -$7.88K ﹤0.01% 1241
2023
Q3 		$53.3K Sell
1,637
-999
-38% -$32K ﹤0.01% 1160
2023
Q2 		$77.1K Hold
2,636
– – ﹤0.01% 1051
2023
Q1 		$73.9K Buy
2,636
+2,389
+967% +$67.3K ﹤0.01% 1056
2022
Q4 		$7K Sell
247
-2,168
-90% -$57.8K ﹤0.01% 1730
2022
Q3 		$58K Sell
2,415
-1,877
-44% -$51.5K ﹤0.01% 898
2022
Q2 		$120K Sell
4,292
-4,173
-49% -$121K ﹤0.01% 965
2022
Q1 		$247K Sell
8,465
-1,477
-15% -$45.9K 0.01% 799
2021
Q4 		$346K Buy
9,942
+595
+6% +$21.1K 0.01% 842
2021
Q3 		$308K Buy
9,347
+1,106
+13% +$35.7K 0.01% 745
2021
Q2 		$273K Sell
8,241
-638
-7% -$22.1K 0.01% 815
2021
Q1 		$317K Buy
+8,879
New +$315K 0.01% 833

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Spire Wealth Management's GNTX Position: Q2 2024 in Review

Spire Wealth Management sold out of Gentex (GNTX) in Q2 2024, closing a stake of 1,263 shares — an estimated $45.6K sold.

Spire Wealth Management first reported a position in GNTX in Q1 2021 and held it in 13 quarters. The position peaked at $346K in Q4 2021. 534 funds tracked by Wall St. Rank hold GNTX as of Q2 2024.

  • Spire Wealth Management reported no remaining Gentex position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 1,263 Gentex shares in Q2 2024, an estimated $45.6K.
  • Spire Wealth Management first reported a position in Gentex in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's Gentex position peaked at $346K in Q4 2021.
  • 534 funds tracked by Wall St. Rank held Gentex as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.