LNWWM
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Laird Norton Wetherby Wealth Management’s Gates Industrial GTES Stock Holding History

Laird Norton Wetherby Wealth 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
Q3 		$277K Buy
11,153
+150
+1% +$3.73K 0.01% 782
2025
Q2 		$253K Buy
+11,003
New +$222K 0.01% 793
2024
Q4 		$259K Sell
12,581
-597
-5% -$12K 0.01% 749
2024
Q3 		$231K Sell
13,178
-3,431
-21% -$58.4K 0.01% 818
2024
Q2 		$263K Sell
16,609
-1,795
-10% -$30.4K 0.01% 752
2024
Q1 		$326K Sell
18,404
-1,691
-8% -$24.5K 0.02% 714
2023
Q4 		$270K Buy
20,095
+679
+3% +$8.03K 0.01% 758
2023
Q3 		$225K Sell
19,416
-895
-4% -$11.1K 0.01% 782
2023
Q2 		$274K Buy
20,311
+1,692
+9% +$21.9K 0.01% 753
2023
Q1 		$259K Sell
18,619
-2,633
-12% -$35.1K 0.02% 752
2022
Q4 		$242K Buy
+21,252
New +$234K 0.02% 748

Other funds holding GTES

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return