Corient Private Wealth
GTES icon

Corient Private Wealth’s Gates Industrial GTES Stock Holding History

Corient Private Wealth’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 		$9.01M Buy
400,609
+28,515
+8% +$693K 0.01% 656
2025
Q4 		$7.78M Buy
372,094
+197,384
+113% +$4.56M 0.01% 865
2025
Q3 		$4.34M Sell
174,710
-1,641
-0.9% -$40.8K 0.01% 757
2025
Q2 		$4.06M Buy
176,351
+11,228
+7% +$226K 0.01% 767
2025
Q1 		$3.04M Buy
165,123
+3,923
+2% +$80.9K 0.01% 835
2024
Q4 		$3.32M Sell
161,200
-1,887
-1% -$38.1K 0.01% 823
2024
Q3 		$2.86M Buy
163,087
+12,346
+8% +$210K ﹤0.01% 943
2024
Q2 		$2.38M Buy
150,741
+15,120
+11% +$256K ﹤0.01% 953
2024
Q1 		$2.4M Sell
135,621
-990
-0.7% -$14.3K ﹤0.01% 947
2023
Q4 		$1.83M Buy
136,611
+27,527
+25% +$326K ﹤0.01% 1044
2023
Q3 		$1.27M Sell
109,084
-231
-0.2% -$2.88K ﹤0.01% 1114
2023
Q2 		$1.47M Buy
+109,315
New +$1.42M ﹤0.01% 1009

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