Covestor’s Gates Industrial GTES Stock Holding History

Covestor’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	$23K	Buy	1,001 +413	+70%	+$10K	0.02%	1056
2025 Q4	$13K	Hold	588	–	–	0.01%	1455
2025 Q3	$15K	Sell	588 -1,087	-65%	-$27K	0.01%	1395
2025 Q2	$39K	Sell	1,675 -686	-29%	-$13.8K	0.02%	992
2025 Q1	$43K	Sell	2,361 -2,472	-51%	-$51K	0.03%	902
2024 Q4	$99K	Buy	4,833 +21	+0.4%	+$424	0.06%	536
2024 Q3	$84K	Buy	4,812 +1,001	+26%	+$17K	0.05%	630
2024 Q2	$60K	Sell	3,811 -2,541	-40%	-$43.1K	0.04%	774
2024 Q1	$113K	Sell	6,352 -734	-10%	-$10.6K	0.07%	459
2023 Q4	$95K	Buy	7,086 +2,234	+46%	+$26.4K	0.07%	523
2023 Q3	$57K	Buy	4,852 +1,454	+43%	+$18.1K	0.04%	706
2023 Q2	$46K	Sell	3,398 -1,132	-25%	-$14.7K	0.04%	815
2023 Q1	$63K	Sell	4,530 -547	-11%	-$7.29K	0.05%	621
2022 Q4	$58K	Buy	5,077 +24	+0.5%	+$265	0.05%	667
2022 Q3	$49K	Buy	+5,053	New	+$57.2K	0.04%	704
2022 Q2	–	Hold	0	–	–	–	2105
2022 Q1	–	Hold	0	–	–	–	2259
2021 Q4	–	Hold	0	–	–	–	2211

Other funds holding GTES

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

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

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 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