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Mount Yale Investment Advisors’s Gates Industrial Corp GTES Stock Holding History

Mount Yale Investment Advisors’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 		$886K Buy
31,667
+950
+3% +$24.4K 0.02% 619
2026
Q1 		$695K Buy
30,717
+18,352
+148% +$446K 0.02% 610
2025
Q4 		$265K Buy
12,365
+4,098
+50% +$94.6K 0.01% 623
2025
Q3 		$205K Buy
8,267
+3,669
+80% +$91.1K 0.01% 627
2025
Q2 		$106K Buy
+4,598
New +$92.7K 0.01% 644

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

Mount Yale Investment Advisors's GTES Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Gates Industrial Corp (GTES) stake by 3.1% in Q2 2026, buying an estimated $24.4K and bringing the position to 31,667 shares worth $886K. The position accounts for 0.02% of the portfolio, ranked #619.

Mount Yale Investment Advisors first reported a position in GTES in Q2 2025 and has held it in 5 quarters since. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • Mount Yale Investment Advisors held 31,667 shares of Gates Industrial Corp worth $886K as of Q2 2026.
  • Mount Yale Investment Advisors bought 950 Gates Industrial Corp shares in Q2 2026, an estimated $24.4K.
  • Gates Industrial Corp made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #619 holding.
  • Mount Yale Investment Advisors first reported a position in Gates Industrial Corp in Q2 2025 and has held it in 5 quarters since.
  • 378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.