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EP Wealth Advisors’s Gates Industrial Corp GTES Stock Holding History

EP Wealth 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 		$628K Buy
22,461
+41
+0.2% +$1.05K ﹤0.01% 932
2026
Q1 		$507K Buy
22,420
+3,695
+20% +$89.9K ﹤0.01% 892
2025
Q4 		$402K Buy
+18,725
New +$432K ﹤0.01% 974
2025
Q2 		$401K Buy
17,399
+875
+5% +$17.6K ﹤0.01% 878
2025
Q1 		$304K Buy
16,524
+2,056
+14% +$42.4K ﹤0.01% 907
2024
Q4 		$298K Buy
14,468
+504
+4% +$10.2K ﹤0.01% 878
2024
Q3 		$245K Buy
+13,964
New +$238K ﹤0.01% 947

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

EP Wealth Advisors's GTES Position: Q2 2026 in Review

EP Wealth Advisors increased its Gates Industrial Corp (GTES) stake by 0.18% in Q2 2026, buying an estimated $1.05K and bringing the position to 22,461 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

EP Wealth Advisors first reported a position in GTES in Q3 2024 and has held it in 7 quarters since. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • EP Wealth Advisors held 22,461 shares of Gates Industrial Corp worth $628K as of Q2 2026.
  • EP Wealth Advisors bought 41 Gates Industrial Corp shares in Q2 2026, an estimated $1.05K.
  • Gates Industrial Corp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #932 holding.
  • EP Wealth Advisors first reported a position in Gates Industrial Corp in Q3 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.