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Toth Financial Advisory’s Gates Industrial Corp GTES Stock Holding History

Toth Financial Advisory’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
-90
Closed -$1.66K – 767
2025
Q1 		$1.66K Hold
90
– – ﹤0.01% 619
2024
Q4 		$1.85K Hold
90
– – ﹤0.01% 597
2024
Q3 		$1.58K Buy
+90
New +$1.53K ﹤0.01% 624

Other funds holding GTES

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Toth Financial Advisory's GTES Position: Q2 2025 in Review

Toth Financial Advisory sold out of Gates Industrial Corp (GTES) in Q2 2025, closing a stake of 90 shares — an estimated $1.66K sold.

Toth Financial Advisory first reported a position in GTES in Q3 2024 and held it in 3 quarters. The position peaked at $1.85K in Q4 2024. 358 funds tracked by Wall St. Rank hold GTES as of Q2 2025.

  • Toth Financial Advisory reported no remaining Gates Industrial Corp position as of Q2 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 90 Gates Industrial Corp shares in Q2 2025, an estimated $1.66K.
  • Toth Financial Advisory first reported a position in Gates Industrial Corp in Q3 2024 and held it in 3 quarters.
  • Toth Financial Advisory's Gates Industrial Corp position peaked at $1.85K in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2025.

Based on Toth Financial Advisory's 13F filing for Q2 2025, filed 14 Jul 2025.