EWA
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EverSource Wealth Advisors’s Gates Industrial GTES Stock Holding History

EverSource Wealth Advisors’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 		$44.6K Buy
1,973
+173
+10% +$4.21K ﹤0.01% 1986
2025
Q4 		$38.6K Sell
1,800
-1,452
-45% -$33.5K ﹤0.01% 1931
2025
Q3 		$80.7K Buy
3,252
+282
+9% +$7K ﹤0.01% 1392
2025
Q2 		$68.4K Buy
2,970
+2,827
+1,977% +$57K ﹤0.01% 1418
2025
Q1 		$2.63K Sell
143
-33
-19% -$680 ﹤0.01% 2803
2024
Q4 		$3.62K Buy
176
+95
+117% +$1.92K ﹤0.01% 2482
2024
Q3 		$1.42K Sell
81
-4
-5% -$68 ﹤0.01% 2633
2024
Q2 		$1.58K Buy
85
+59
+227% +$1K ﹤0.01% 2623
2024
Q1 		$458 Buy
+26
New +$376 ﹤0.01% 2747

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