Cerity Partners’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Buy |
197,126
+20,165
| +11% | +$464K | 0.01% | 841 |
|
|
2025
Q1 | $3.26M | Buy |
176,961
+15,260
| +9% | +$281K | 0.01% | 905 |
|
|
2024
Q4 | $2.91M | Sell |
161,701
-14,681
| -8% | -$264K | 0.01% | 942 |
|
|
2024
Q3 | $3.1M | Buy |
176,382
+23,175
| +15% | +$407K | 0.01% | 899 |
|
|
2024
Q2 | $2.42M | Sell |
153,207
-9,023
| -6% | -$143K | 0.01% | 832 |
|
|
2024
Q1 | $2.87M | Buy |
162,230
+151,229
| +1,375% | +$2.68M | 0.01% | 833 |
|
|
2023
Q4 | $148K | Buy |
+11,001
| New | +$148K | ﹤0.01% | 1751 |
|
|
2023
Q1 | – | Sell |
-11,317
| Closed | -$129K | – | 1869 |
|
|
2022
Q4 | $129K | Buy |
+11,317
| New | +$129K | ﹤0.01% | 1389 |
|