Oliver Luxxe Assets’s Gates Industrial Corp GTES Stock Holding History

Oliver Luxxe Assets’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 Q3	–	Sell	-63,335	Closed	-$1.77M	–	204
2026 Q2	$1.77M	Sell	63,335 -41,825	-40%	-$1.07M	0.26%	116
2026 Q1	$2.38M	Sell	105,160 -383	-0.4%	-$9.31K	0.36%	110
2025 Q4	$2.27M	Buy	105,543 +445	+0.4%	+$10.3K	0.34%	101
2025 Q3	$2.61M	Buy	105,098 +2,760	+3%	+$68.5K	0.41%	85
2025 Q2	$2.36M	Buy	102,338 +1,039	+1%	+$20.9K	0.42%	83
2025 Q1	$1.86M	Buy	+101,299	New	+$2.09M	0.35%	103
2021 Q3	–	Sell	-27,244	Closed	-$492K	–	205
2021 Q2	$492K	Buy	27,244 +5,158	+23%	+$90.2K	0.14%	126
2021 Q1	$353K	Buy	22,086 +1,295	+6%	+$20K	0.11%	147
2020 Q4	$287K	Buy	+20,791	New	+$260K	0.09%	150

Other funds holding GTES

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Oliver Luxxe Assets's GTES Position: Q3 2026 in Review

Oliver Luxxe Assets sold out of Gates Industrial Corp (GTES) in Q3 2026, closing a stake of 63,335 shares — an estimated $1.77M sold.

Oliver Luxxe Assets first reported a position in GTES in Q4 2020 and held it in 9 quarters. The position peaked at $2.61M in Q3 2025. 22 funds tracked by Wall St. Rank hold GTES as of Q3 2026.

Oliver Luxxe Assets reported no remaining Gates Industrial Corp position as of Q3 2026 after selling out during the quarter.
Oliver Luxxe Assets sold 63,335 Gates Industrial Corp shares in Q3 2026, an estimated $1.77M.
Oliver Luxxe Assets first reported a position in Gates Industrial Corp in Q4 2020 and held it in 9 quarters.
Oliver Luxxe Assets's Gates Industrial Corp position peaked at $2.61M in Q3 2025.
22 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q3 2026.

Based on Oliver Luxxe Assets's 13F filing for Q3 2026, filed 14 Oct 2026.