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JANICZEK WEALTH MANAGEMENT, LLC: GNTX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANICZEK WEALTH MANAGEMENT, LLC on GNTX, newest first. How the timeline and the estimate are built.

JANICZEK WEALTH MANAGEMENT, LLC held 16,452 GNTX shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 16,452 shares
    Change vs previous 13F -466 shares

    0.12% of the 13F portfolio, value $554,597.

    13F-HR 0001598561-24-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-03-31
    13F 16,918 shares
    Change vs previous 13F +1,851 shares

    0.13% of the 13F portfolio, value $611,079.

    13F-HR 0001598561-24-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-12-31
    13F 15,067 shares
    Change vs previous 13F +1,307 shares

    0.12% of the 13F portfolio, value $492,089.

    13F-HR 0001598561-24-000002 filed by JANICZEK WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-09-30
    13F 13,760 shares
    Change vs previous 13F +1,902 shares

    0.12% of the 13F portfolio, value $447,751.

    13F-HR 0001598561-23-000005 filed by JANICZEK WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-06-30
    13F 11,858 shares
    Change vs previous 13F -522 shares

    0.1% of the 13F portfolio, value $346,966.

    13F-HR 0001598561-23-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-03-31
    13F 12,380 shares
    Change vs previous 13F +1,897 shares

    0.1% of the 13F portfolio, value $340,796.

    13F-HR 0001598561-23-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-12-31
    13F 10,483 shares
    Change vs previous 13F +6,037 shares

    0.08% of the 13F portfolio, value $298,227.

    13F-HR 0001598561-23-000001 filed by JANICZEK WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-09-30
    13F 4,446 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $107,000.

    13F-HR 0001598561-22-000006 filed by JANICZEK WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).