SFS
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Sowell Financial Services’s Gates Industrial GTES Stock Holding History

Sowell Financial Services’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 		$211K Buy
+9,342
New +$227K 0.01% 1024
2025
Q4 		– Sell
-8,758
Closed -$217K – 1137
2025
Q3 		$217K Buy
+8,758
New +$218K 0.01% 969
2025
Q1 		– Sell
-12,697
Closed -$261K – 1021
2024
Q4 		$261K Buy
+12,697
New +$256K 0.01% 478
2021
Q2 		– Sell
-5,005
Closed -$86K – 1437
2021
Q1 		$86K Buy
+5,005
New +$77.4K ﹤0.01% 1429
2019
Q4 		– Sell
-19
Closed – – 2575
2019
Q3 		$0 Buy
+19
New +$186 ﹤0.01% 2416

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