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Physician Wealth Advisors’s Gates Industrial Corp GTES Stock Holding History

Physician Wealth 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 		$4.59K Buy
164
+55
+50% +$1.41K ﹤0.01% 1137
2026
Q1 		$2.46K Buy
109
+52
+91% +$1.26K ﹤0.01% 1257
2025
Q4 		$1.22K Sell
57
-20
-26% -$462 ﹤0.01% 1513
2025
Q3 		$1.91K Buy
77
+20
+35% +$497 ﹤0.01% 1249
2025
Q2 		$1.31K Buy
+57
New +$1.15K ﹤0.01% 1224

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

Physician Wealth Advisors's GTES Position: Q2 2026 in Review

Physician Wealth Advisors increased its Gates Industrial Corp (GTES) stake by 50% in Q2 2026, buying an estimated $1.41K and bringing the position to 164 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Physician Wealth Advisors first reported a position in GTES in Q2 2025 and has held it in 5 quarters since. 379 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • Physician Wealth Advisors held 164 shares of Gates Industrial Corp worth $4.59K as of Q2 2026.
  • Physician Wealth Advisors bought 55 Gates Industrial Corp shares in Q2 2026, an estimated $1.41K.
  • Gates Industrial Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1137 holding.
  • Physician Wealth Advisors first reported a position in Gates Industrial Corp in Q2 2025 and has held it in 5 quarters since.
  • 379 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.