Global Retirement Partners’s Gates Industrial GTES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$100K	Buy	4,675 +2,739	+141%	+$63.2K	﹤0.01%	1908
2025 Q3	$48.1K	Buy	1,936 +12	+0.6%	+$298	﹤0.01%	1912
2025 Q2	$44.3K	Buy	+1,924	New	+$38.8K	﹤0.01%	1833
2024 Q4	$42K	Buy	2,040 +322	+19%	+$6.5K	﹤0.01%	1702
2024 Q3	$30.2K	Sell	1,718 -2,290	-57%	-$39K	﹤0.01%	1792
2024 Q2	$63.4K	Buy	4,008 +3,323	+485%	+$56.3K	﹤0.01%	1408
2024 Q1	$12.1K	Buy	685 +664	+3,162%	+$9.61K	﹤0.01%	2037
2023 Q4	$280	Buy	+21	New	+$248	﹤0.01%	3185
2018 Q4	–	Sell	-75	Closed	-$1K	–	1500
2018 Q3	$1K	Buy	75 +65	+650%	+$1.14K	﹤0.01%	1472
2018 Q2	$0	Sell	10 -18	-64%	-$285	﹤0.01%	1538
2018 Q1	$0	Buy	+28	New	+$504	﹤0.01%	1506