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Heartwood Wealth Advisors’s Gates Industrial Corp GTES Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-71
Closed -$1.76K – 370
2025
Q3 		$1.76K Buy
+71
New +$1.76K ﹤0.01% 503

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Heartwood Wealth Advisors's GTES Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Gates Industrial Corp (GTES) in Q4 2025, closing a stake of 71 shares — an estimated $1.76K sold.

Heartwood Wealth Advisors first reported a position in GTES in Q3 2025 and held it in 1 quarter. The position peaked at $1.76K in Q3 2025. 378 funds tracked by Wall St. Rank hold GTES as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Gates Industrial Corp position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 71 Gates Industrial Corp shares in Q4 2025, an estimated $1.76K.
  • Heartwood Wealth Advisors first reported a position in Gates Industrial Corp in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Gates Industrial Corp position peaked at $1.76K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.