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Oak Thistle LLC’s Gates Industrial GTES Stock Holding History

Oak Thistle LLC’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
2026
Q1 		$1.55M Buy
+68,707
New +$1.67M 0.15% 262
2025
Q4 		– Sell
-57,533
Closed -$1.43M – 560
2025
Q3 		$1.43M Buy
+57,533
New +$1.43M 0.22% 184
2025
Q1 		– Sell
-19,012
Closed -$391K – 483
2024
Q4 		$391K Sell
19,012
-16,018
-46% -$323K 0.12% 292
2024
Q3 		$615K Buy
+35,030
New +$596K 0.2% 200
2024
Q2 		– Sell
-23,387
Closed -$414K – 357
2024
Q1 		$414K Buy
+23,387
New +$338K 0.37% 103
2023
Q3 		– Sell
-38,890
Closed -$524K – 518
2023
Q2 		$524K Buy
+38,890
New +$504K 0.28% 149
2022
Q2 		– Sell
-10,954
Closed -$165K – 279
2022
Q1 		$165K Buy
+10,954
New +$171K 0.09% 355

Other funds holding GTES

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return