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

JFS 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 		$8.78K Buy
314
+54
+21% +$1.39K ﹤0.01% 1065
2026
Q1 		$5.88K Sell
260
-19
-7% -$462 ﹤0.01% 1137
2025
Q4 		$5.99K Buy
279
+80
+40% +$1.85K ﹤0.01% 1166
2025
Q3 		$4.94K Hold
199
– – ﹤0.01% 1121
2025
Q2 		$4.58K Buy
199
+36
+22% +$726 ﹤0.01% 1115
2025
Q1 		$3K Sell
163
-17
-9% -$351 ﹤0.01% 1319
2024
Q4 		$3.7K Buy
180
+30
+20% +$605 ﹤0.01% 1235
2024
Q3 		$2.63K Buy
150
+26
+21% +$443 ﹤0.01% 1377
2024
Q2 		$1.96K Hold
124
– – ﹤0.01% 1437
2024
Q1 		$2.2K Hold
124
– – ﹤0.01% 1407
2023
Q4 		$1.67K Sell
124
-46
-27% -$544 ﹤0.01% 1506
2023
Q3 		$1.97K Buy
170
+27
+19% +$336 ﹤0.01% 1365
2023
Q2 		$1.93K Sell
143
-24
-14% -$311 ﹤0.01% 1395
2023
Q1 		$2.32K Buy
167
+26
+18% +$347 ﹤0.01% 1298
2022
Q4 		$1.61K Sell
141
-3
-2% -$33 ﹤0.01% 1455
2022
Q3 		$1K Buy
144
+41
+40% +$464 ﹤0.01% 1557
2022
Q2 		$1K Sell
103
-5
-5% -$63 ﹤0.01% 1538
2022
Q1 		$2K Buy
108
+63
+140% +$986 ﹤0.01% 1414
2021
Q4 		$1K Buy
+45
New +$738 ﹤0.01% 1377

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

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

JFS Wealth Advisors increased its Gates Industrial Corp (GTES) stake by 21% in Q2 2026, buying an estimated $1.39K and bringing the position to 314 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

JFS Wealth Advisors first reported a position in GTES in Q4 2021 and has held it in 19 quarters since. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • JFS Wealth Advisors held 314 shares of Gates Industrial Corp worth $8.78K as of Q2 2026.
  • JFS Wealth Advisors bought 54 Gates Industrial Corp shares in Q2 2026, an estimated $1.39K.
  • Gates Industrial Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1065 holding.
  • JFS Wealth Advisors first reported a position in Gates Industrial Corp in Q4 2021 and has held it in 19 quarters since.
  • 378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.