Geneos Wealth Management
GTES icon

Geneos Wealth Management’s Gates Industrial Corp GTES Stock Holding History

Geneos Wealth Management’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
2025
Q3 		– Sell
-602
Closed -$13.9K – 2776
2025
Q2 		$13.9K Hold
602
– – ﹤0.01% 2189
2025
Q1 		$11.1K Buy
602
+378
+169% +$7.79K ﹤0.01% 2216
2024
Q4 		$4.61K Hold
224
– – ﹤0.01% 2367
2024
Q3 		$3.93K Buy
+224
New +$3.81K ﹤0.01% 2138

Other funds holding GTES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geneos Wealth Management's GTES Position: Q3 2025 in Review

Geneos Wealth Management sold out of Gates Industrial Corp (GTES) in Q3 2025, closing a stake of 602 shares — an estimated $13.9K sold.

Geneos Wealth Management first reported a position in GTES in Q3 2024 and held it in 4 quarters. The position peaked at $13.9K in Q2 2025. 382 funds tracked by Wall St. Rank hold GTES as of Q3 2025.

  • Geneos Wealth Management reported no remaining Gates Industrial Corp position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 602 Gates Industrial Corp shares in Q3 2025, an estimated $13.9K.
  • Geneos Wealth Management first reported a position in Gates Industrial Corp in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Gates Industrial Corp position peaked at $13.9K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.