GeoWealth Management’s Gates Industrial GTES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$36K	Buy	+1,562	New	+$36K	﹤0.01%	990
2025 Q1	–	Sell	-1,210	Closed	-$24.9K	–	1370
2024 Q4	$24.9K	Buy	1,210 +789	+187%	+$16.2K	﹤0.01%	1334
2024 Q3	$7.39K	Buy	+421	New	+$7.39K	﹤0.01%	1407