Orion Portfolio Solutions’s Gates Industrial Corp GTES Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.85M	Buy	100,673 +3,903	+4%	+$80.5K	0.02%	747
2024 Q4	$1.99M	Sell	96,770 -11,991	-11%	-$242K	0.02%	701
2024 Q3	$1.91M	Sell	108,761 -4,846	-4%	-$82.5K	0.02%	711
2024 Q2	$1.8M	Sell	113,607 -352	-0.3%	-$5.97K	0.02%	690
2024 Q1	$2.02M	Sell	113,959 -305	-0.3%	-$4.41K	0.02%	658
2023 Q4	$1.52M	Buy	114,264 +13,655	+14%	+$162K	0.02%	761
2023 Q3	$1.17M	Buy	100,609 +7,648	+8%	+$95.2K	0.01%	857
2023 Q2	$1.25M	Sell	92,961 -5,554	-6%	-$72K	0.01%	859
2023 Q1	$1.37M	Buy	+98,515	New	+$1.31M	0.02%	747
2020 Q2	–	Sell	-28	Closed	–	–	2289
2020 Q1	$0	Buy	+28	New	+$311	﹤0.01%	2053

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

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

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

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Orion Portfolio Solutions's GTES Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Gates Industrial Corp (GTES) stake by 4% in Q1 2025, buying an estimated $80.5K and bringing the position to 100,673 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #747.

Orion Portfolio Solutions first reported a position in GTES in Q1 2020 and has held it in 10 quarters since. The position peaked at $2.02M in Q1 2024. 337 funds tracked by Wall St. Rank hold GTES as of Q1 2025.

Orion Portfolio Solutions held 100,673 shares of Gates Industrial Corp worth $1.85M as of Q1 2025.
Orion Portfolio Solutions bought 3,903 Gates Industrial Corp shares in Q1 2025, an estimated $80.5K.
Gates Industrial Corp made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #747 holding.
Orion Portfolio Solutions first reported a position in Gates Industrial Corp in Q1 2020 and has held it in 10 quarters since.
Orion Portfolio Solutions's Gates Industrial Corp position peaked at $2.02M in Q1 2024.
337 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.