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Provenance Wealth Advisors’s Gates Industrial GTES Stock Holding History

Provenance Wealth Advisors’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
Q2 		– Sell
-62
Closed -$1.14K – 475
2025
Q1 		$1.14K Hold
62
– – ﹤0.01% 460
2024
Q4 		$1.27K Hold
62
– – ﹤0.01% 470
2024
Q3 		$1.09K Hold
62
– – ﹤0.01% 524
2024
Q2 		$980 Hold
62
– – ﹤0.01% 450
2024
Q1 		$1.1K Hold
62
– – ﹤0.01% 468
2023
Q4 		$832 Buy
62
+1
+2% +$12 ﹤0.01% 545
2023
Q3 		$708 Buy
+61
New +$759 ﹤0.01% 438

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return