Steph & Co’s Gates Industrial Corp GTES Stock Holding History

Steph & Co’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	–	Sell	-6,711	Closed	-$188K	–	285
2026 Q2	$188K	Buy	6,711 +111	+2%	+$2.85K	0.05%	100
2026 Q1	$149K	Sell	6,600 -460	-7%	-$11.2K	0.04%	109
2025 Q4	$152K	Buy	7,060 +4,200	+147%	+$96.9K	0.04%	117
2025 Q3	$71K	Sell	2,860 -189	-6%	-$4.69K	0.02%	169
2025 Q2	$70.2K	Buy	+3,049	New	+$61.5K	0.02%	166

Other funds holding GTES

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Steph & Co's GTES Position: Q3 2026 in Review

Steph & Co sold out of Gates Industrial Corp (GTES) in Q3 2026, closing a stake of 6,711 shares — an estimated $188K sold.

Steph & Co first reported a position in GTES in Q2 2025 and held it in 5 quarters. The position peaked at $188K in Q2 2026. 23 funds tracked by Wall St. Rank hold GTES as of Q3 2026.

Steph & Co reported no remaining Gates Industrial Corp position as of Q3 2026 after selling out during the quarter.
Steph & Co sold 6,711 Gates Industrial Corp shares in Q3 2026, an estimated $188K.
Steph & Co first reported a position in Gates Industrial Corp in Q2 2025 and held it in 5 quarters.
Steph & Co's Gates Industrial Corp position peaked at $188K in Q2 2026.
23 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.