Wealth Enhancement Advisory Services
GTES icon

Wealth Enhancement Advisory Services’s Gates Industrial GTES Stock Holding History

Wealth Enhancement Advisory 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 		$953K Sell
43,236
-4,375
-9% -$106K ﹤0.01% 1836
2025
Q4 		$1.1M Buy
47,611
+2,128
+5% +$49.1K ﹤0.01% 1900
2025
Q3 		$1.15M Buy
45,483
+4,017
+10% +$99.8K ﹤0.01% 1762
2025
Q2 		$996K Sell
41,466
-194
-0.5% -$3.91K ﹤0.01% 1759
2025
Q1 		$767K Buy
41,660
+1,845
+5% +$38K ﹤0.01% 1763
2024
Q4 		$819K Buy
39,815
+1,363
+4% +$27.5K ﹤0.01% 1662
2024
Q3 		$675K Buy
38,452
+3,610
+10% +$61.5K ﹤0.01% 1622
2024
Q2 		$551K Buy
34,842
+10,776
+45% +$183K ﹤0.01% 1593
2024
Q1 		$426K Buy
24,066
+1,724
+8% +$24.9K ﹤0.01% 1685
2023
Q4 		$300K Buy
22,342
+7,772
+53% +$91.9K ﹤0.01% 1811
2023
Q3 		$169K Buy
+14,570
New +$181K ﹤0.01% 2033

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VPM
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Allspring Global Investments
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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