KF
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Krilogy Financial’s Gates Industrial Corp GTES Stock Holding History

Krilogy Financial’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 		$287K Sell
10,278
-1,273
-11% -$32.7K 0.01% 838
2026
Q1 		$287K Buy
11,551
+33
+0.3% +$803 0.01% 752
2025
Q4 		$263K Sell
11,518
-309
-3% -$7.13K 0.01% 785
2025
Q3 		$258K Buy
11,827
+1,001
+9% +$24.9K 0.01% 739
2025
Q2 		$249K Buy
+10,826
New +$218K 0.01% 243

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

Krilogy Financial's GTES Position: Q2 2026 in Review

Krilogy Financial reduced its Gates Industrial Corp (GTES) stake by 11% in Q2 2026, selling an estimated $32.7K and leaving 10,278 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #838.

Krilogy Financial first reported a position in GTES in Q2 2025 and has held it in 5 quarters since. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • Krilogy Financial held 10,278 shares of Gates Industrial Corp worth $287K as of Q2 2026.
  • Krilogy Financial sold 1,273 Gates Industrial Corp shares in Q2 2026, an estimated $32.7K.
  • Gates Industrial Corp made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #838 holding.
  • Krilogy Financial first reported a position in Gates Industrial Corp in Q2 2025 and has held it in 5 quarters since.
  • 378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.