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 Q3	$270K	Buy	10,281 +3	+0%	+$80	0.01%	907
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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Krilogy Financial's GTES Position: Q3 2026 in Review

Krilogy Financial increased its Gates Industrial Corp (GTES) stake by 0.03% in Q3 2026, buying an estimated $80 and bringing the position to 10,281 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #907.

Krilogy Financial first reported a position in GTES in Q2 2025 and has held it in 6 quarters since. The position peaked at $287K in Q2 2026. 22 funds tracked by Wall St. Rank hold GTES as of Q3 2026.

Krilogy Financial held 10,281 shares of Gates Industrial Corp worth $270K as of Q3 2026.
Krilogy Financial bought 3 Gates Industrial Corp shares in Q3 2026, an estimated $80.
Gates Industrial Corp made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #907 holding.
Krilogy Financial first reported a position in Gates Industrial Corp in Q2 2025 and has held it in 6 quarters since.
Krilogy Financial's Gates Industrial Corp position peaked at $287K in Q2 2026.
22 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.