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Annis Gardner Whiting Capital Advisors’s Gates Industrial Corp GTES Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-300
Closed -$6.78K – 710
2026
Q1 		$6.78K Sell
300
-161
-35% -$3.92K ﹤0.01% 920
2025
Q4 		$9.9K Buy
461
+341
+284% +$7.87K ﹤0.01% 780
2025
Q3 		$2.98K Sell
120
-714
-86% -$17.7K ﹤0.01% 840
2025
Q2 		$19.2K Buy
+834
New +$16.8K 0.01% 576

Other funds holding GTES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's GTES Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Gates Industrial Corp (GTES) in Q2 2026, closing a stake of 300 shares — an estimated $6.78K sold.

Annis Gardner Whiting Capital Advisors first reported a position in GTES in Q2 2025 and held it in 4 quarters. The position peaked at $19.2K in Q2 2025. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Gates Industrial Corp position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 300 Gates Industrial Corp shares in Q2 2026, an estimated $6.78K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Gates Industrial Corp in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's Gates Industrial Corp position peaked at $19.2K in Q2 2025.
  • 378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.