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MorganRosel Wealth Management’s Gates Industrial Corp GTES Stock Holding History

MorganRosel Wealth 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
Q2 		$529K Buy
18,920
+238
+1% +$6.11K 0.18% 82
2026
Q1 		$422K Sell
18,682
-12,220
-40% -$297K 0.17% 81
2025
Q4 		$663K Sell
30,902
-17,228
-36% -$398K 0.17% 79
2025
Q3 		$1.19M Buy
+48,130
New +$1.2M 0.31% 52

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

MorganRosel Wealth Management's GTES Position: Q2 2026 in Review

MorganRosel Wealth Management increased its Gates Industrial Corp (GTES) stake by 1.3% in Q2 2026, buying an estimated $6.11K and bringing the position to 18,920 shares worth $529K. The position accounts for 0.18% of the portfolio, ranked #82.

MorganRosel Wealth Management first reported a position in GTES in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.19M in Q3 2025. 379 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • MorganRosel Wealth Management held 18,920 shares of Gates Industrial Corp worth $529K as of Q2 2026.
  • MorganRosel Wealth Management bought 238 Gates Industrial Corp shares in Q2 2026, an estimated $6.11K.
  • Gates Industrial Corp made up 0.18% of MorganRosel Wealth Management's portfolio in Q2 2026, its #82 holding.
  • MorganRosel Wealth Management first reported a position in Gates Industrial Corp in Q3 2025 and has held it in 4 quarters since.
  • MorganRosel Wealth Management's Gates Industrial Corp position peaked at $1.19M in Q3 2025.
  • 379 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.