Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Gates Industrial Corporation Ltd. GTES Stock Holding History

Carson Wealth (CWM LLC)’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 		$862K Sell
38,145
-2,332
-6% -$56.7K ﹤0.01% 1638
2025
Q4 		$869K Sell
40,477
-3,765
-9% -$86.9K ﹤0.01% 1580
2025
Q3 		$1.1M Sell
44,242
-13,220
-23% -$328K ﹤0.01% 1353
2025
Q2 		$1.32M Buy
57,462
+1,642
+3% +$33.1K ﹤0.01% 1122
2025
Q1 		$1.03M Buy
55,820
+230
+0.4% +$4.74K ﹤0.01% 1111
2024
Q4 		$1.14M Sell
55,590
-1,602
-3% -$32.3K ﹤0.01% 1011
2024
Q3 		$1M Buy
57,192
+17,785
+45% +$303K ﹤0.01% 1028
2024
Q2 		$623K Buy
39,407
+14,555
+59% +$247K ﹤0.01% 1102
2024
Q1 		$440K Buy
24,852
+9,824
+65% +$142K ﹤0.01% 1181
2023
Q4 		$202K Buy
15,028
+7,595
+102% +$89.8K ﹤0.01% 1423
2023
Q3 		$86K Buy
7,433
+5,542
+293% +$69K ﹤0.01% 1724
2023
Q2 		$25K Buy
1,891
+1,678
+788% +$21.8K ﹤0.01% 2482
2023
Q1 		$3K Hold
213
– – ﹤0.01% 3507
2022
Q4 		$2K Buy
213
+157
+280% +$1.73K ﹤0.01% 3554
2022
Q3 		$1K Buy
56
+3
+6% +$34 ﹤0.01% 3659
2022
Q2 		$1K Sell
53
-45
-46% -$563 ﹤0.01% 3548
2022
Q1 		$1K Sell
98
-106
-52% -$1.66K ﹤0.01% 3348
2021
Q4 		$3K Buy
+204
New +$3.35K ﹤0.01% 2976

Other funds holding GTES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GTES Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Gates Industrial Corporation Ltd. (GTES) stake by 5.8% in Q1 2026, selling an estimated $56.7K and leaving 38,145 shares worth $862K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Carson Wealth (CWM LLC) first reported a position in GTES in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.32M in Q2 2025. 384 funds tracked by Wall St. Rank hold GTES as of Q1 2026.

  • Carson Wealth (CWM LLC) held 38,145 shares of Gates Industrial Corporation Ltd. worth $862K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,332 Gates Industrial Corporation Ltd. shares in Q1 2026, an estimated $56.7K.
  • Gates Industrial Corporation Ltd. made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1638 holding.
  • Carson Wealth (CWM LLC) first reported a position in Gates Industrial Corporation Ltd. in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Gates Industrial Corporation Ltd. position peaked at $1.32M in Q2 2025.
  • 384 funds tracked by Wall St. Rank held Gates Industrial Corporation Ltd. as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.