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Sequoia Financial Advisors’s Gates Industrial Corp GTES Stock Holding History

Sequoia Financial Advisors’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 		$954K Buy
34,116
+16,451
+93% +$423K ﹤0.01% 974
2026
Q1 		$399K Sell
17,665
-1,097
-6% -$26.7K ﹤0.01% 1403
2025
Q4 		$403K Buy
18,762
+2,183
+13% +$50.4K ﹤0.01% 1396
2025
Q3 		$411K Buy
16,579
+4,978
+43% +$124K ﹤0.01% 1227
2025
Q2 		$267K Buy
+11,601
New +$234K ﹤0.01% 1322

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

Sequoia Financial Advisors's GTES Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Gates Industrial Corp (GTES) stake by 93% in Q2 2026, buying an estimated $423K and bringing the position to 34,116 shares worth $954K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Sequoia Financial Advisors first reported a position in GTES in Q2 2025 and has held it in 5 quarters since. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • Sequoia Financial Advisors held 34,116 shares of Gates Industrial Corp worth $954K as of Q2 2026.
  • Sequoia Financial Advisors bought 16,451 Gates Industrial Corp shares in Q2 2026, an estimated $423K.
  • Gates Industrial Corp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #974 holding.
  • Sequoia Financial Advisors first reported a position in Gates Industrial Corp in Q2 2025 and has held it in 5 quarters since.
  • 378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.