OLA
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Oliver Luxxe Assets’s Gates Industrial GTES Stock Holding History

Oliver Luxxe Assets’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
Q2 		$1.77M Sell
63,335
-41,825
-40% -$1.07M 0.26% 116
2026
Q1 		$2.38M Sell
105,160
-383
-0.4% -$9.31K 0.36% 110
2025
Q4 		$2.27M Buy
105,543
+445
+0.4% +$10.3K 0.34% 101
2025
Q3 		$2.61M Buy
105,098
+2,760
+3% +$68.5K 0.41% 85
2025
Q2 		$2.36M Buy
102,338
+1,039
+1% +$20.9K 0.42% 83
2025
Q1 		$1.86M Buy
101,299
+20,335
+25% +$419K 0.35% 103
2024
Q4 		$1.67M Buy
+80,964
New +$1.63M 0.15% 149
2021
Q3 		– Sell
-27,244
Closed -$492K – 205
2021
Q2 		$492K Buy
27,244
+5,158
+23% +$90.2K 0.14% 126
2021
Q1 		$353K Buy
22,086
+1,295
+6% +$20K 0.11% 147
2020
Q4 		$287K Buy
+20,791
New +$260K 0.09% 150

Other funds holding GTES

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return