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EP Wealth Advisors’s Gates Industrial GTES Stock Holding History

EP Wealth Advisors’s Portfolio GTES Stock Details GTES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$401K Buy
17,399
+875
+5% +$20.2K ﹤0.01% 878
2025
Q1 		$304K Buy
16,524
+2,056
+14% +$37.9K ﹤0.01% 907
2024
Q4 		$298K Buy
14,468
+504
+4% +$10.4K ﹤0.01% 878
2024
Q3 		$245K Buy
+13,964
New +$245K ﹤0.01% 947