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Edgestream Partners’s Gates Industrial GTES Stock Holding History

Edgestream Partners’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 		$2.51M Sell
111,123
-118,254
-52% -$2.88M 0.08% 437
2025
Q4 		$4.92M Buy
229,377
+94,979
+71% +$2.19M 0.14% 248
2025
Q3 		$3.34M Buy
+134,398
New +$3.34M 0.1% 385

Other funds holding GTES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edgestream Partners's GTES Position: Q1 2026 in Review

Edgestream Partners reduced its Gates Industrial (GTES) stake by 52% in Q1 2026, selling an estimated $2.88M and leaving 111,123 shares worth $2.51M. The position accounts for 0.08% of the portfolio, ranked #437.

Edgestream Partners first reported a position in GTES in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.92M in Q4 2025. 384 funds tracked by Wall St. Rank hold GTES as of Q1 2026.

  • Edgestream Partners held 111,123 shares of Gates Industrial worth $2.51M as of Q1 2026.
  • Edgestream Partners sold 118,254 Gates Industrial shares in Q1 2026, an estimated $2.88M.
  • Gates Industrial made up 0.08% of Edgestream Partners's portfolio in Q1 2026, its #437 holding.
  • Edgestream Partners first reported a position in Gates Industrial in Q3 2025 and has held it in 3 quarters since.
  • Edgestream Partners's Gates Industrial position peaked at $4.92M in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Gates Industrial as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.