Sugarloaf Wealth Management’s Gentex GNTX Stock Holding History

Sugarloaf 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 Q4	$4.77K	Hold	166	–	–	﹤0.01%	578
2024 Q3	$4.93K	Hold	166	–	–	﹤0.01%	568
2024 Q2	$5.6K	Hold	166	–	–	﹤0.01%	526
2024 Q1	$6K	Hold	166	–	–	﹤0.01%	525
2023 Q4	$5.42K	Hold	166	–	–	﹤0.01%	542
2023 Q3	$5.4K	Hold	166	–	–	﹤0.01%	532
2023 Q2	$4.86K	Hold	166	–	–	﹤0.01%	551
2023 Q1	$4.65K	Hold	166	–	–	﹤0.01%	552
2022 Q4	$4.53K	Hold	166	–	–	﹤0.01%	591
2022 Q3	$4K	Hold	166	–	–	﹤0.01%	648
2022 Q2	$5K	Hold	166	–	–	﹤0.01%	604
2022 Q1	$5K	Hold	166	–	–	﹤0.01%	564
2021 Q4	$6K	Hold	166	–	–	﹤0.01%	570
2021 Q3	$5K	Hold	166	–	–	﹤0.01%	604
2021 Q2	$5K	Hold	166	–	–	﹤0.01%	593
2021 Q1	$6	Hold	166	–	–	﹤0.01%	570
2020 Q4	$6K	Hold	166	–	–	﹤0.01%	526
2020 Q3	$4K	Hold	166	–	–	﹤0.01%	541
2020 Q2	$4K	Hold	166	–	–	﹤0.01%	546
2020 Q1	$4K	Hold	166	–	–	﹤0.01%	537
2019 Q4	$5K	Buy	+166	New	+$4.67K	﹤0.01%	541

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

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

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Sugarloaf Wealth Management's GNTX Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Gentex (GNTX) position steady in Q4 2024 at 166 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Sugarloaf Wealth Management first reported a position in GNTX in Q4 2019 and has held it in 21 quarters since. The position peaked at $6K in Q4 2021. 534 funds tracked by Wall St. Rank hold GNTX as of Q4 2024.

Sugarloaf Wealth Management held 166 shares of Gentex worth $4.77K as of Q4 2024.
Sugarloaf Wealth Management left its Gentex share count unchanged in Q4 2024.
Gentex made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #578 holding.
Sugarloaf Wealth Management first reported a position in Gentex in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Gentex position peaked at $6K in Q4 2021.
534 funds tracked by Wall St. Rank held Gentex as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.