BGAI
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Bruce G. Allen Investments’s Gates Industrial GTES Stock Holding History

Bruce G. Allen Investments’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% 743
2025
Q4 		$1.42K Hold
66
– – ﹤0.01% 759
2025
Q3 		$1.64K Hold
66
– – ﹤0.01% 734
2025
Q2 		$1.52K Hold
66
– – ﹤0.01% 752
2025
Q1 		$1.22K Hold
66
– – ﹤0.01% 773
2024
Q4 		$1.36K Hold
66
– – ﹤0.01% 772
2024
Q3 		$1.16K Hold
66
– – ﹤0.01% 792
2024
Q2 		$1.04K Hold
66
– – ﹤0.01% 771
2024
Q1 		$1.17K Hold
66
– – ﹤0.01% 762
2023
Q4 		$886 Buy
+66
New +$781 ﹤0.01% 842

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VPM
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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