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Venturi Wealth Management’s Gates Industrial GTES Stock Holding History

Venturi Wealth Management’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
Q4 		– Sell
-11,356
Closed -$282K – 610
2025
Q3 		$282K Buy
11,356
+1,086
+11% +$27K 0.01% 451
2025
Q2 		$237K Buy
+10,270
New +$207K 0.01% 482
2025
Q1 		– Sell
-8,640
Closed -$178K – 1107
2024
Q4 		$178K Buy
8,640
+5,561
+181% +$112K 0.01% 574
2024
Q3 		$54K Buy
3,079
+814
+36% +$13.9K ﹤0.01% 742
2024
Q2 		$35.8K Buy
2,265
+438
+24% +$7.43K ﹤0.01% 772
2024
Q1 		$32.4K Buy
1,827
+124
+7% +$1.79K ﹤0.01% 603
2023
Q4 		$22.9K Buy
1,703
+272
+19% +$3.22K ﹤0.01% 668
2023
Q3 		$16.6K Buy
+1,431
New +$17.8K ﹤0.01% 680

Other funds holding GTES

BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return