Sendero Wealth Management’s Gates Industrial 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 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sendero Wealth Management's GTES Position: Q1 2026 in Review

Sendero Wealth Management increased its Gates Industrial (GTES) stake by 0.03% in Q1 2026, buying an estimated $268 and bringing the position to 43,093 shares worth $974K. The position accounts for 0.11% of the portfolio, ranked #108.

Sendero Wealth Management first reported a position in GTES in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q3 2025. 384 funds tracked by Wall St. Rank hold GTES as of Q1 2026.

Sendero Wealth Management held 43,093 shares of Gates Industrial worth $974K as of Q1 2026.
Sendero Wealth Management bought 11 Gates Industrial shares in Q1 2026, an estimated $268.
Gates Industrial made up 0.11% of Sendero Wealth Management's portfolio in Q1 2026, its #108 holding.
Sendero Wealth Management first reported a position in Gates Industrial in Q4 2022 and has held it in 14 quarters since.
Sendero Wealth Management's Gates Industrial position peaked at $1.07M in Q3 2025.
384 funds tracked by Wall St. Rank held Gates Industrial as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.