Level Four Advisory Services’s Gates Industrial Corp GTES Stock Holding History

Level Four Advisory Services’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	–	Sell	-68,939	Closed	-$1.56M	–	946
2026 Q1	$1.56M	Buy	68,939 +5,878	+9%	+$143K	0.05%	335
2025 Q4	$1.35M	Sell	63,061 -1,722	-3%	-$39.7K	0.04%	347
2025 Q3	$1.61M	Buy	64,783 +5,879	+10%	+$146K	0.06%	311
2025 Q2	$1.36M	Sell	58,904 -8,620	-13%	-$174K	0.05%	326
2025 Q1	$1.24M	Sell	67,524 -15,209	-18%	-$314K	0.05%	310
2024 Q4	$1.7M	Buy	82,733 +12,178	+17%	+$246K	0.07%	259
2024 Q3	$1.37M	Buy	70,555 +23,583	+50%	+$401K	0.06%	289
2024 Q2	$743K	Buy	+46,972	New	+$796K	0.03%	403

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 $3.38T AUM 44.17% 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

Level Four Advisory Services's GTES Position: Q2 2026 in Review

Level Four Advisory Services sold out of Gates Industrial Corp (GTES) in Q2 2026, closing a stake of 68,939 shares — an estimated $1.56M sold.

Level Four Advisory Services first reported a position in GTES in Q2 2024 and held it in 8 quarters. The position peaked at $1.7M in Q4 2024. 379 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

Level Four Advisory Services reported no remaining Gates Industrial Corp position as of Q2 2026 after selling out during the quarter.
Level Four Advisory Services sold 68,939 Gates Industrial Corp shares in Q2 2026, an estimated $1.56M.
Level Four Advisory Services first reported a position in Gates Industrial Corp in Q2 2024 and held it in 8 quarters.
Level Four Advisory Services's Gates Industrial Corp position peaked at $1.7M in Q4 2024.
379 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.