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MorganRosel Wealth Management’s Gates Industrial 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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MorganRosel Wealth Management's GTES Position: Q1 2026 in Review

MorganRosel Wealth Management reduced its Gates Industrial (GTES) stake by 40% in Q1 2026, selling an estimated $297K and leaving 18,682 shares worth $422K. The position accounts for 0.17% of the portfolio, ranked #81.

MorganRosel Wealth Management first reported a position in GTES in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.19M in Q3 2025. 384 funds tracked by Wall St. Rank hold GTES as of Q1 2026.

  • MorganRosel Wealth Management held 18,682 shares of Gates Industrial worth $422K as of Q1 2026.
  • MorganRosel Wealth Management sold 12,220 Gates Industrial shares in Q1 2026, an estimated $297K.
  • Gates Industrial made up 0.17% of MorganRosel Wealth Management's portfolio in Q1 2026, its #81 holding.
  • MorganRosel Wealth Management first reported a position in Gates Industrial in Q3 2025 and has held it in 3 quarters since.
  • MorganRosel Wealth Management's Gates Industrial position peaked at $1.19M in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Gates Industrial as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.