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Pinnacle Wealth Planning Services’s Gates Industrial Corp GTES Stock Holding History

Pinnacle Wealth Planning Services’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 		$162K Buy
5,786
+76
+1% +$1.95K 0.02% 627
2026
Q1 		$129K Buy
5,710
+406
+8% +$9.87K 0.01% 665
2025
Q4 		$114K Buy
+5,304
New +$122K 0.01% 711

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

Pinnacle Wealth Planning Services's GTES Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Gates Industrial Corp (GTES) stake by 1.3% in Q2 2026, buying an estimated $1.95K and bringing the position to 5,786 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #627.

Pinnacle Wealth Planning Services first reported a position in GTES in Q4 2025 and has held it in 3 quarters since. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,786 shares of Gates Industrial Corp worth $162K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 76 Gates Industrial Corp shares in Q2 2026, an estimated $1.95K.
  • Gates Industrial Corp made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #627 holding.
  • Pinnacle Wealth Planning Services first reported a position in Gates Industrial Corp in Q4 2025 and has held it in 3 quarters since.
  • 378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.