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

EverSource 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 		$16.1K Sell
574
-1,399
-71% -$35.9K ﹤0.01% 2601
2026
Q1 		$44.6K Buy
1,973
+173
+10% +$4.21K ﹤0.01% 1986
2025
Q4 		$38.6K Sell
1,800
-1,452
-45% -$33.5K ﹤0.01% 1931
2025
Q3 		$80.7K Buy
3,252
+282
+9% +$7K ﹤0.01% 1392
2025
Q2 		$68.4K Buy
2,970
+2,827
+1,977% +$57K ﹤0.01% 1418
2025
Q1 		$2.63K Sell
143
-33
-19% -$680 ﹤0.01% 2803
2024
Q4 		$3.62K Buy
176
+95
+117% +$1.92K ﹤0.01% 2482
2024
Q3 		$1.42K Sell
81
-4
-5% -$68 ﹤0.01% 2633
2024
Q2 		$1.58K Buy
85
+59
+227% +$1K ﹤0.01% 2623
2024
Q1 		$458 Buy
+26
New +$376 ﹤0.01% 2747

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

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

EverSource Wealth Advisors reduced its Gates Industrial Corp (GTES) stake by 71% in Q2 2026, selling an estimated $35.9K and leaving 574 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2601.

EverSource Wealth Advisors first reported a position in GTES in Q1 2024 and has held it in 10 quarters since. The position peaked at $80.7K in Q3 2025. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • EverSource Wealth Advisors held 574 shares of Gates Industrial Corp worth $16.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,399 Gates Industrial Corp shares in Q2 2026, an estimated $35.9K.
  • Gates Industrial Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2601 holding.
  • EverSource Wealth Advisors first reported a position in Gates Industrial Corp in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Gates Industrial Corp position peaked at $80.7K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.