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Personal CFO Solutions’s Gates Industrial Corp GTES Stock Holding History

Personal CFO Solutions’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 		– Sell
-16,459
Closed -$372K – 549
2026
Q1 		$372K Buy
16,459
+1,077
+7% +$26.2K 0.05% 315
2025
Q4 		$330K Buy
15,382
+2,835
+23% +$65.4K 0.05% 337
2025
Q3 		$311K Buy
12,547
+1,568
+14% +$38.9K 0.05% 336
2025
Q2 		$253K Sell
10,979
-196
-2% -$3.95K 0.05% 385
2025
Q1 		$206K Buy
11,175
+670
+6% +$13.8K 0.04% 422
2024
Q4 		$216K Buy
+10,505
New +$212K 0.04% 424

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

Personal CFO Solutions's GTES Position: Q2 2026 in Review

Personal CFO Solutions sold out of Gates Industrial Corp (GTES) in Q2 2026, closing a stake of 16,459 shares — an estimated $372K sold.

Personal CFO Solutions first reported a position in GTES in Q4 2024 and held it in 6 quarters. The position peaked at $372K in Q1 2026. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • Personal CFO Solutions reported no remaining Gates Industrial Corp position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 16,459 Gates Industrial Corp shares in Q2 2026, an estimated $372K.
  • Personal CFO Solutions first reported a position in Gates Industrial Corp in Q4 2024 and held it in 6 quarters.
  • Personal CFO Solutions's Gates Industrial Corp position peaked at $372K in Q1 2026.
  • 378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.