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WealthTrak Capital Management’s Gates Industrial Corp GTES Stock Holding History

WealthTrak Capital 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
Q1 		– Sell
-5
Closed -$103 – 1036
2024
Q4 		$103 Buy
+5
New +$101 ﹤0.01% 911

Other funds holding GTES

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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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WealthTrak Capital Management's GTES Position: Q1 2025 in Review

WealthTrak Capital Management sold out of Gates Industrial Corp (GTES) in Q1 2025, closing a stake of 5 shares — an estimated $103 sold.

WealthTrak Capital Management first reported a position in GTES in Q4 2024 and held it in 1 quarter. The position peaked at $103 in Q4 2024. 337 funds tracked by Wall St. Rank hold GTES as of Q1 2025.

  • WealthTrak Capital Management reported no remaining Gates Industrial Corp position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Gates Industrial Corp shares in Q1 2025, an estimated $103.
  • WealthTrak Capital Management first reported a position in Gates Industrial Corp in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's Gates Industrial Corp position peaked at $103 in Q4 2024.
  • 337 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.