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
2026 Q2	$120K	Buy	+4,280	New	+$110K	﹤0.01%	2676
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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Integrated Wealth Concepts's GTES Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Gates Industrial Corp (GTES) in Q2 2026: 4,280 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #2676 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in GTES as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in GTES in Q2 2023 and has held it in 11 quarters since. The position peaked at $315K in Q2 2025. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

Integrated Wealth Concepts held 4,280 shares of Gates Industrial Corp worth $120K as of Q2 2026.
Gates Industrial Corp was a new Integrated Wealth Concepts position in Q2 2026.
Gates Industrial Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2676 holding.
Integrated Wealth Concepts first reported a position in Gates Industrial Corp in Q2 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's Gates Industrial Corp position peaked at $315K in Q2 2025.
378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.