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WealthPLAN Partners’s Gentex GNTX Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-109
Closed -$3.19K – 627
2023
Q2 		$3.19K Sell
109
-161
-60% -$4.44K ﹤0.01% 987
2023
Q1 		$7.57K Buy
+270
New +$7.61K ﹤0.01% 925

Other funds holding GNTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's GNTX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Gentex (GNTX) in Q3 2023, closing a stake of 109 shares — an estimated $3.19K sold.

WealthPLAN Partners first reported a position in GNTX in Q1 2023 and held it in 2 quarters. The position peaked at $7.57K in Q1 2023. 498 funds tracked by Wall St. Rank hold GNTX as of Q3 2023.

  • WealthPLAN Partners reported no remaining Gentex position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 109 Gentex shares in Q3 2023, an estimated $3.19K.
  • WealthPLAN Partners first reported a position in Gentex in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Gentex position peaked at $7.57K in Q1 2023.
  • 498 funds tracked by Wall St. Rank held Gentex as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.