RFP
GTES icon

Root Financial Partners’s Gates Industrial Corp GTES Stock Holding History

Root Financial Partners’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
-1,042
Closed -$23.6K – 1568
2026
Q1 		$23.6K Buy
1,042
+138
+15% +$3.36K ﹤0.01% 1226
2025
Q4 		$19.4K Buy
904
+99
+12% +$2.29K ﹤0.01% 1202
2025
Q3 		$20K Buy
+805
New +$20K ﹤0.01% 1118

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

Root Financial Partners's GTES Position: Q2 2026 in Review

Root Financial Partners sold out of Gates Industrial Corp (GTES) in Q2 2026, closing a stake of 1,042 shares — an estimated $23.6K sold.

Root Financial Partners first reported a position in GTES in Q3 2025 and held it in 3 quarters. The position peaked at $23.6K in Q1 2026. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • Root Financial Partners reported no remaining Gates Industrial Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,042 Gates Industrial Corp shares in Q2 2026, an estimated $23.6K.
  • Root Financial Partners first reported a position in Gates Industrial Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Gates Industrial Corp position peaked at $23.6K in Q1 2026.
  • 378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.