Integrated Wealth Concepts’s Gates Industrial GTES Stock Holding History

Integrated Wealth Concepts’s Portfolio GTES Stock Details GTES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$213K	Sell
2025 Q2	$315K	Buy
2025 Q1	$191K	Sell
2024 Q4	$215K	Sell
2024 Q3	$189K	Sell
2024 Q2	$236K	Buy
2024 Q1	$253K	Buy
2023 Q4	$178K	Buy
2023 Q3	$118K	Hold
2023 Q2	$138K	Buy