Creative Planning
GTES icon

Creative Planning’s Gates Industrial Corp GTES Stock Holding History

Creative 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 		$7.31M Buy
261,362
+129,660
+98% +$3.33M ﹤0.01% 1108
2026
Q1 		$2.98M Buy
131,702
+105,965
+412% +$2.58M ﹤0.01% 1581
2025
Q4 		$553K Buy
25,737
+5,408
+27% +$125K ﹤0.01% 2753
2025
Q3 		$505K Buy
20,329
+4,894
+32% +$122K ﹤0.01% 2714
2025
Q2 		$355K Buy
15,435
+5,404
+54% +$109K ﹤0.01% 2754
2025
Q1 		$185K Buy
10,031
+9,860
+5,766% +$203K ﹤0.01% 3104
2024
Q4 		$3.52K Buy
+171
New +$3.45K ﹤0.01% 3427

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

Creative Planning's GTES Position: Q2 2026 in Review

Creative Planning increased its Gates Industrial Corp (GTES) stake by 98% in Q2 2026, buying an estimated $3.33M and bringing the position to 261,362 shares worth $7.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Creative Planning first reported a position in GTES in Q4 2024 and has held it in 7 quarters since. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • Creative Planning held 261,362 shares of Gates Industrial Corp worth $7.31M as of Q2 2026.
  • Creative Planning bought 129,660 Gates Industrial Corp shares in Q2 2026, an estimated $3.33M.
  • Gates Industrial Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1108 holding.
  • Creative Planning first reported a position in Gates Industrial Corp in Q4 2024 and has held it in 7 quarters since.
  • 378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.