Hennion & Walsh Asset Management’s Gates Industrial Corp GTES Stock Holding History

Hennion & Walsh Asset 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 Q4	–	Sell	-17,366	Closed	-$431K	–	960
2025 Q3	$431K	Sell	17,366 -347	-2%	-$8.62K	0.02%	752
2025 Q2	$408K	Sell	17,713 -12,298	-41%	-$248K	0.02%	736
2025 Q1	$553K	Sell	30,011 -3,186	-10%	-$65.7K	0.02%	608
2024 Q4	$683K	Sell	33,197 -12	-0%	-$242	0.03%	556
2024 Q3	$583K	Sell	33,209 -1,072	-3%	-$18.2K	0.03%	578
2024 Q2	$542K	Buy	34,281 +6,667	+24%	+$113K	0.03%	571
2024 Q1	$489K	Buy	27,614 +8,693	+46%	+$126K	0.03%	572
2023 Q4	$254K	Buy	18,921 +8,867	+88%	+$105K	0.01%	720
2023 Q3	$117K	Buy	+10,054	New	+$125K	0.01%	779

Other funds holding GTES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Hennion & Walsh Asset Management's GTES Position: Q4 2025 in Review

Hennion & Walsh Asset Management sold out of Gates Industrial Corp (GTES) in Q4 2025, closing a stake of 17,366 shares — an estimated $431K sold.

Hennion & Walsh Asset Management first reported a position in GTES in Q3 2023 and held it in 9 quarters. The position peaked at $683K in Q4 2024. 378 funds tracked by Wall St. Rank hold GTES as of Q4 2025.

Hennion & Walsh Asset Management reported no remaining Gates Industrial Corp position as of Q4 2025 after selling out during the quarter.
Hennion & Walsh Asset Management sold 17,366 Gates Industrial Corp shares in Q4 2025, an estimated $431K.
Hennion & Walsh Asset Management first reported a position in Gates Industrial Corp in Q3 2023 and held it in 9 quarters.
Hennion & Walsh Asset Management's Gates Industrial Corp position peaked at $683K in Q4 2024.
378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q4 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.