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LRI Investments’s Gates Industrial Corp GTES Stock Holding History

LRI Investments’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 		$3.67K Buy
131
+16
+14% +$411 ﹤0.01% 1188
2026
Q1 		$2.6K Hold
115
– – ﹤0.01% 1227
2025
Q4 		$2.47K Hold
115
– – ﹤0.01% 1177
2025
Q3 		$2.85K Hold
115
– – ﹤0.01% 1149
2025
Q2 		$2.65K Hold
115
– – ﹤0.01% 1128
2025
Q1 		$2.12K Hold
115
– – ﹤0.01% 1102
2024
Q4 		$2.37K Hold
115
– – ﹤0.01% 1065
2024
Q3 		$2.38K Hold
115
– – ﹤0.01% 1057
2024
Q2 		$1.82K Hold
115
– – ﹤0.01% 1063
2024
Q1 		$2.04K Buy
+115
New +$1.66K ﹤0.01% 745

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

LRI Investments's GTES Position: Q2 2026 in Review

LRI Investments increased its Gates Industrial Corp (GTES) stake by 14% in Q2 2026, buying an estimated $411 and bringing the position to 131 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

LRI Investments first reported a position in GTES in Q1 2024 and has held it in 10 quarters since. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • LRI Investments held 131 shares of Gates Industrial Corp worth $3.67K as of Q2 2026.
  • LRI Investments bought 16 Gates Industrial Corp shares in Q2 2026, an estimated $411.
  • Gates Industrial Corp made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1188 holding.
  • LRI Investments first reported a position in Gates Industrial Corp in Q1 2024 and has held it in 10 quarters since.
  • 378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.