Action Point Financial Planning’s Gates Industrial Corp GTES Stock Holding History

Action Point Financial Planning’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 Q2	$6.43K	Buy	+234	New	+$6.01K	﹤0.01%	1686

Other funds holding GTES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Action Point Financial Planning's GTES Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Gates Industrial Corp (GTES) in Q2 2026: 234 shares worth $6.43K. The stake represents ﹤0.01% of the portfolio and ranks #1686 among its holdings.

376 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

Action Point Financial Planning held 234 shares of Gates Industrial Corp worth $6.43K as of Q2 2026.
Gates Industrial Corp was a new Action Point Financial Planning position in Q2 2026.
Gates Industrial Corp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1686 holding.
376 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.