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True Wealth Design’s Gentex GNTX Stock Holding History

True Wealth Design’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 		$5.23K Hold
207
– – ﹤0.01% 1307
2026
Q1 		$4.52K Buy
207
+57
+38% +$1.32K ﹤0.01% 1242
2025
Q4 		$3.49K Buy
150
+91
+154% +$2.19K ﹤0.01% 1234
2025
Q3 		$1.67K Buy
59
+35
+146% +$930 ﹤0.01% 1536
2025
Q2 		$528 Buy
24
+6
+33% +$131 ﹤0.01% 1718
2025
Q1 		$420 Buy
+18
New +$460 ﹤0.01% 1616
2024
Q4 		– Sell
-124
Closed -$3.68K – 1424
2024
Q3 		$3.68K Sell
124
-24,938
-100% -$775K ﹤0.01% 640
2024
Q2 		$845K Buy
25,062
+143
+0.6% +$4.94K 0.21% 66
2024
Q1 		$900K Sell
24,919
-771
-3% -$26.7K 0.22% 54
2023
Q4 		$839K Buy
+25,690
New +$794K 0.24% 57

Other funds holding GNTX

GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

True Wealth Design's GNTX Position: Q2 2026 in Review

True Wealth Design held its Gentex (GNTX) position steady in Q2 2026 at 207 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

True Wealth Design first reported a position in GNTX in Q4 2023 and has held it in 10 quarters since. The position peaked at $900K in Q1 2024. 45 funds tracked by Wall St. Rank hold GNTX as of Q2 2026.

  • True Wealth Design held 207 shares of Gentex worth $5.23K as of Q2 2026.
  • True Wealth Design left its Gentex share count unchanged in Q2 2026.
  • Gentex made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1307 holding.
  • True Wealth Design first reported a position in Gentex in Q4 2023 and has held it in 10 quarters since.
  • True Wealth Design's Gentex position peaked at $900K in Q1 2024.
  • 45 funds tracked by Wall St. Rank held Gentex as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.