Sowell Financial Services’s Gates Industrial Corp GTES Stock Holding History

Sowell Financial Services’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	$215K	Sell	7,693 -1,649	-18%	-$42.4K	0.01%	1040
2026 Q1	$211K	Buy	+9,342	New	+$227K	0.01%	1024
2025 Q4	–	Sell	-8,758	Closed	-$217K	–	1137
2025 Q3	$217K	Buy	+8,758	New	+$218K	0.01%	969
2025 Q1	–	Sell	-12,697	Closed	-$261K	–	1021
2024 Q4	$261K	Buy	+12,697	New	+$256K	0.01%	478
2021 Q2	–	Sell	-5,005	Closed	-$86K	–	1436
2021 Q1	$86K	Buy	+5,005	New	+$77.4K	﹤0.01%	1429
2019 Q4	–	Sell	-19	Closed	–	–	2572
2019 Q3	$0	Buy	+19	New	+$186	﹤0.01%	2409

Other funds holding GTES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sowell Financial Services's GTES Position: Q2 2026 in Review

Sowell Financial Services reduced its Gates Industrial Corp (GTES) stake by 18% in Q2 2026, selling an estimated $42.4K and leaving 7,693 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #1040.

Sowell Financial Services first reported a position in GTES in Q3 2019 and has held it in 6 quarters since. The position peaked at $261K in Q4 2024. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

Sowell Financial Services held 7,693 shares of Gates Industrial Corp worth $215K as of Q2 2026.
Sowell Financial Services sold 1,649 Gates Industrial Corp shares in Q2 2026, an estimated $42.4K.
Gates Industrial Corp made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1040 holding.
Sowell Financial Services first reported a position in Gates Industrial Corp in Q3 2019 and has held it in 6 quarters since.
Sowell Financial Services's Gates Industrial Corp position peaked at $261K in Q4 2024.
378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.