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Legacy Wealth Asset Management’s Gates Industrial Corp GTES Stock Holding History

Legacy Wealth Asset Management’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 		– Sell
-7,382
Closed -$206K – 373
2026
Q2 		$206K Buy
+7,382
New +$190K 0.05% 370
2024
Q2 		– Sell
-11,213
Closed -$199K – 346
2024
Q1 		$199K Buy
+11,213
New +$162K 0.06% 332

Other funds holding GTES

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Gradient Investments
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
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

Legacy Wealth Asset Management's GTES Position: Q3 2026 in Review

Legacy Wealth Asset Management sold out of Gates Industrial Corp (GTES) in Q3 2026, closing a stake of 7,382 shares — an estimated $206K sold.

Legacy Wealth Asset Management first reported a position in GTES in Q1 2024 and held it in 2 quarters. The position peaked at $206K in Q2 2026. 28 funds tracked by Wall St. Rank hold GTES as of Q3 2026.

  • Legacy Wealth Asset Management reported no remaining Gates Industrial Corp position as of Q3 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 7,382 Gates Industrial Corp shares in Q3 2026, an estimated $206K.
  • Legacy Wealth Asset Management first reported a position in Gates Industrial Corp in Q1 2024 and held it in 2 quarters.
  • Legacy Wealth Asset Management's Gates Industrial Corp position peaked at $206K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.