Integrated Wealth Concepts’s Gates Industrial Corp GTES Stock Holding History

Integrated Wealth Concepts’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
2025 Q4	–	Sell	-8,596	Closed	-$213K	–	1801
2025 Q3	$213K	Sell	8,596 -5,099	-37%	-$127K	﹤0.01%	1818
2025 Q2	$315K	Buy	13,695 +3,301	+32%	+$66.5K	﹤0.01%	1522
2025 Q1	$191K	Sell	10,394 -81	-0.8%	-$1.67K	﹤0.01%	1636
2024 Q4	$215K	Sell	10,475 -321	-3%	-$6.48K	﹤0.01%	1561
2024 Q3	$189K	Sell	10,796 -4,153	-28%	-$70.7K	﹤0.01%	1563
2024 Q2	$236K	Buy	14,949 +666	+5%	+$11.3K	﹤0.01%	1451
2024 Q1	$253K	Buy	14,283 +995	+7%	+$14.4K	﹤0.01%	1411
2023 Q4	$178K	Buy	13,288 +3,085	+30%	+$36.5K	﹤0.01%	1479
2023 Q3	$118K	Hold	10,203	–	–	﹤0.01%	1472
2023 Q2	$138K	Buy	+10,203	New	+$132K	﹤0.01%	1468

Other funds holding GTES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Integrated Wealth Concepts's GTES Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Gates Industrial Corp (GTES) in Q4 2025, closing a stake of 8,596 shares — an estimated $213K sold.

Integrated Wealth Concepts first reported a position in GTES in Q2 2023 and held it in 10 quarters. The position peaked at $315K in Q2 2025. 379 funds tracked by Wall St. Rank hold GTES as of Q4 2025.

Integrated Wealth Concepts reported no remaining Gates Industrial Corp position as of Q4 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 8,596 Gates Industrial Corp shares in Q4 2025, an estimated $213K.
Integrated Wealth Concepts first reported a position in Gates Industrial Corp in Q2 2023 and held it in 10 quarters.
Integrated Wealth Concepts's Gates Industrial Corp position peaked at $315K in Q2 2025.
379 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.