DiNuzzo Private Wealth’s Gates Industrial GTES Stock Holding History

DiNuzzo 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 Q2	$1.34K	Buy	48 +3	+7%	+$77	﹤0.01%	802
2026 Q1	$1.02K	Sell	45 -1	-2%	-$24	﹤0.01%	870
2025 Q4	$988	Buy	46 +5	+12%	+$115	﹤0.01%	874
2025 Q3	$1.05K	Hold	41	–	–	﹤0.01%	865
2025 Q2	$945	Hold	41	–	–	﹤0.01%	873
2025 Q1	$755	Buy	41 +4	+11%	+$82	﹤0.01%	919
2024 Q4	$762	Hold	37	–	–	﹤0.01%	944
2024 Q3	$650	Hold	37	–	–	﹤0.01%	1015
2024 Q2	$585	Buy	37 +7	+23%	+$119	﹤0.01%	987
2024 Q1	$532	Hold	30	–	–	﹤0.01%	953
2023 Q4	$403	Buy	+30	New	+$355	﹤0.01%	1050

Other funds holding GTES

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return