SAG
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SageView Advisory Group’s Gates Industrial Corp GTES Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-205
Closed -$4.4K – 1335
2025
Q4 		$4.4K Buy
+205
New +$4.73K ﹤0.01% 2000

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SageView Advisory Group's GTES Position: Q1 2026 in Review

SageView Advisory Group sold out of Gates Industrial Corp (GTES) in Q1 2026, closing a stake of 205 shares — an estimated $4.4K sold.

SageView Advisory Group first reported a position in GTES in Q4 2025 and held it in 1 quarter. The position peaked at $4.4K in Q4 2025. 385 funds tracked by Wall St. Rank hold GTES as of Q1 2026.

  • SageView Advisory Group reported no remaining Gates Industrial Corp position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 205 Gates Industrial Corp shares in Q1 2026, an estimated $4.4K.
  • SageView Advisory Group first reported a position in Gates Industrial Corp in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Gates Industrial Corp position peaked at $4.4K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.