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Bogart Wealth LLC’s Gates Industrial GTES Stock Holding History

Bogart Wealth LLC’s Portfolio GTES Stock Details GTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.49K Hold
66
– – ﹤0.01% 1341
2025
Q4 		$1.42K Hold
66
– – ﹤0.01% 1244
2025
Q3 		$1.64K Hold
66
– – ﹤0.01% 1195
2025
Q2 		$1.52K Hold
66
– – ﹤0.01% 1155
2025
Q1 		$1.22K Hold
66
– – ﹤0.01% 1154
2024
Q4 		$1.36K Hold
66
– – ﹤0.01% 1174
2024
Q3 		$1.16K Hold
66
– – ﹤0.01% 1013
2024
Q2 		$1.04K Hold
66
– – ﹤0.01% 1000
2024
Q1 		$1.17K Hold
66
– – ﹤0.01% 960
2023
Q4 		$886 Hold
66
– – ﹤0.01% 964
2023
Q3 		$766 Hold
66
– – ﹤0.01% 980
2023
Q2 		$890 Hold
66
– – ﹤0.01% 950
2023
Q1 		$917 Buy
+66
New +$880 ﹤0.01% 993

Other funds holding GTES

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return