Valeo Financial Advisors’s Gentex GNTX Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-2,183	Closed	-$78K	–	1031
2021 Q1	$78K	Buy	2,183 +15	+0.7%	+$533	﹤0.01%	697
2020 Q4	$74K	Buy	2,168 +1,158	+115%	+$35.7K	﹤0.01%	649
2020 Q3	$26K	Sell	1,010 -47	-4%	-$1.25K	﹤0.01%	850
2020 Q2	$27K	Hold	1,057	–	–	﹤0.01%	951
2020 Q1	$25K	Hold	1,057	–	–	﹤0.01%	830
2019 Q4	$31K	Hold	1,057	–	–	﹤0.01%	803
2019 Q3	$29K	Hold	1,057	–	–	﹤0.01%	754
2019 Q2	$26K	Sell	1,057 -1,000	-49%	-$22.7K	﹤0.01%	776
2019 Q1	$43K	Hold	2,057	–	–	0.01%	599
2018 Q4	$42K	Sell	2,057 -28	-1%	-$586	0.01%	536
2018 Q3	$44K	Hold	2,085	–	–	0.01%	573
2018 Q2	$48K	Hold	2,085	–	–	0.01%	546
2018 Q1	$48K	Buy	2,085 +2,000	+2,353%	+$45.5K	0.01%	497
2017 Q4	$2K	Hold	85	–	–	﹤0.01%	1182
2017 Q3	$2K	Buy	+85	New	+$1.54K	﹤0.01%	1018

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

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

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

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Geode Capital Management

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

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