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Forum Financial Management’s Gates Industrial Corp GTES Stock Holding History

Forum Financial Management’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 		– Sell
-11,249
Closed -$242K – 615
2025
Q4 		$242K Hold
11,249
– – ﹤0.01% 863
2025
Q3 		$279K Buy
11,249
+1,220
+12% +$30.3K ﹤0.01% 786
2025
Q2 		$231K Buy
+10,029
New +$202K ﹤0.01% 819

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
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

Forum Financial Management's GTES Position: Q1 2026 in Review

Forum Financial Management sold out of Gates Industrial Corp (GTES) in Q1 2026, closing a stake of 11,249 shares — an estimated $242K sold.

Forum Financial Management first reported a position in GTES in Q2 2025 and held it in 3 quarters. The position peaked at $279K in Q3 2025. 385 funds tracked by Wall St. Rank hold GTES as of Q1 2026.

  • Forum Financial Management reported no remaining Gates Industrial Corp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 11,249 Gates Industrial Corp shares in Q1 2026, an estimated $242K.
  • Forum Financial Management first reported a position in Gates Industrial Corp in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Gates Industrial Corp position peaked at $279K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.