Allworth Financial’s Gates Industrial GTES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.5K	Sell	376 -1,167	-76%	-$28.4K	﹤0.01%	3621
2025 Q4	$33.1K	Sell	1,543 -129	-8%	-$2.98K	﹤0.01%	2481
2025 Q3	$41.5K	Sell	1,672 -424	-20%	-$10.5K	﹤0.01%	2227
2025 Q2	$48.3K	Buy	2,096 +630	+43%	+$12.7K	﹤0.01%	1966
2025 Q1	$26.4K	Buy	1,466 +71	+5%	+$1.46K	﹤0.01%	1911
2024 Q4	$28.6K	Hold	1,395	–	–	﹤0.01%	1884
2024 Q3	$24.5K	Hold	1,395	–	–	﹤0.01%	1785
2024 Q2	$24.1K	Hold	1,395	–	–	﹤0.01%	1761
2024 Q1	$24.7K	Sell	1,395 -16	-1%	-$231	﹤0.01%	1653
2023 Q4	$18.9K	Buy	1,411 +29	+2%	+$343	﹤0.01%	1683
2023 Q3	$16K	Buy	1,382 +1,224	+775%	+$15.2K	﹤0.01%	1659
2023 Q2	$2.13K	Hold	158	–	–	﹤0.01%	2458
2023 Q1	$2.19K	Buy	+158	New	+$2.11K	﹤0.01%	2372
2022 Q4	–	Sell	-45	Closed	–	–	3082
2022 Q3	$0	Buy	+45	New	+$509	﹤0.01%	2832
2022 Q2	–	Sell	-23	Closed	–	–	2552
2022 Q1	$0	Buy	+23	New	+$360	﹤0.01%	2216