Sendero Wealth Management’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $992K | Hold |
43,082
| – | – | 0.12% | 100 |
|
|
2025
Q1 | $793K | Buy |
43,082
+6,328
| +17% | +$116K | 0.11% | 110 |
|
|
2024
Q4 | $756K | Hold |
36,754
| – | – | 0.11% | 102 |
|
|
2024
Q3 | $645K | Hold |
36,754
| – | – | 0.1% | 107 |
|
|
2024
Q2 | $581K | Hold |
36,754
| – | – | 0.1% | 112 |
|
|
2024
Q1 | $651K | Hold |
36,754
| – | – | 0.11% | 109 |
|
|
2023
Q4 | $493K | Buy |
36,754
+10,528
| +40% | +$141K | 0.09% | 119 |
|
|
2023
Q3 | $304K | Buy |
26,226
+4,000
| +18% | +$46.4K | 0.07% | 135 |
|
|
2023
Q2 | $300K | Buy |
22,226
+3,218
| +17% | +$43.4K | 0.07% | 132 |
|
|
2023
Q1 | $264K | Buy |
19,008
+6,471
| +52% | +$89.9K | 0.08% | 92 |
|
|
2022
Q4 | $143K | Buy |
+12,537
| New | +$143K | 0.05% | 101 |
|