Sendero Wealth Management’s Gates Industrial Corp GTES Stock Holding History

Sendero Wealth Management’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 Q3	$1.13M	Hold	43,093	–	–	0.11%	117
2026 Q2	$1.21M	Hold	43,093	–	–	0.12%	112
2026 Q1	$974K	Buy	43,093 +11	+0%	+$268	0.11%	108
2025 Q4	$925K	Hold	43,082	–	–	0.1%	112
2025 Q3	$1.07M	Hold	43,082	–	–	0.13%	93
2025 Q2	$992K	Hold	43,082	–	–	0.12%	100
2025 Q1	$793K	Buy	43,082 +6,328	+17%	+$130K	0.11%	110
2024 Q4	$756K	Hold	36,754	–	–	0.11%	102
2024 Q3	$645K	Hold	36,754	–	–	0.1%	107
2024 Q2	$581K	Hold	36,754	–	–	0.1%	112
2024 Q1	$651K	Hold	36,754	–	–	0.11%	109
2023 Q4	$493K	Buy	36,754 +10,528	+40%	+$125K	0.09%	119
2023 Q3	$304K	Buy	26,226 +4,000	+18%	+$49.8K	0.07%	135
2023 Q2	$300K	Buy	22,226 +3,218	+17%	+$41.7K	0.07%	132
2023 Q1	$264K	Buy	19,008 +6,471	+52%	+$86.3K	0.08%	92
2022 Q4	$143K	Buy	+12,537	New	+$138K	0.05%	101

Other funds holding GTES

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Sendero Wealth Management's GTES Position: Q3 2026 in Review

Sendero Wealth Management held its Gates Industrial Corp (GTES) position steady in Q3 2026 at 43,093 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #117.

Sendero Wealth Management first reported a position in GTES in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.21M in Q2 2026. 301 funds tracked by Wall St. Rank hold GTES as of Q3 2026.

Sendero Wealth Management held 43,093 shares of Gates Industrial Corp worth $1.13M as of Q3 2026.
Sendero Wealth Management left its Gates Industrial Corp share count unchanged in Q3 2026.
Gates Industrial Corp made up 0.11% of Sendero Wealth Management's portfolio in Q3 2026, its #117 holding.
Sendero Wealth Management first reported a position in Gates Industrial Corp in Q4 2022 and has held it in 16 quarters since.
Sendero Wealth Management's Gates Industrial Corp position peaked at $1.21M in Q2 2026.
301 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.