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Summit Trail Advisors’s Gates Industrial Corp GTES Stock Holding History

Summit Trail 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 		$2.77M Sell
98,963
-1,433
-1% -$36.8K 0.03% 404
2026
Q1 		$2.27M Sell
100,396
-5,234
-5% -$127K 0.03% 445
2025
Q4 		$2.27M Sell
105,630
-8,218
-7% -$190K 0.04% 333
2025
Q3 		$2.83M Buy
113,848
+42,576
+60% +$1.06M 0.04% 274
2025
Q2 		$1.64M Buy
71,272
+14,443
+25% +$291K 0.03% 316
2025
Q1 		$1.05M Buy
56,829
+17,453
+44% +$360K 0.03% 152
2024
Q4 		$810K Buy
39,376
+15,854
+67% +$320K 0.03% 157
2024
Q3 		$413K Sell
23,522
-989
-4% -$16.8K 0.01% 448
2024
Q2 		$388K Buy
24,511
+33
+0.1% +$560 0.01% 425
2024
Q1 		$434K Sell
24,478
-405
-2% -$5.86K 0.01% 368
2023
Q4 		$334K Buy
24,883
+4,408
+22% +$52.1K 0.01% 375
2023
Q3 		$238K Buy
20,475
+739
+4% +$9.2K 0.01% 453
2023
Q2 		$266K Sell
19,736
-37
-0.2% -$480 0.01% 400
2023
Q1 		$275K Buy
19,773
+5,784
+41% +$77.1K 0.01% 334
2022
Q4 		$160K Buy
+13,989
New +$154K 0.01% 368

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

Summit Trail Advisors's GTES Position: Q2 2026 in Review

Summit Trail Advisors reduced its Gates Industrial Corp (GTES) stake by 1.4% in Q2 2026, selling an estimated $36.8K and leaving 98,963 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #404.

Summit Trail Advisors first reported a position in GTES in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.83M in Q3 2025. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • Summit Trail Advisors held 98,963 shares of Gates Industrial Corp worth $2.77M as of Q2 2026.
  • Summit Trail Advisors sold 1,433 Gates Industrial Corp shares in Q2 2026, an estimated $36.8K.
  • Gates Industrial Corp made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #404 holding.
  • Summit Trail Advisors first reported a position in Gates Industrial Corp in Q4 2022 and has held it in 15 quarters since.
  • Summit Trail Advisors's Gates Industrial Corp position peaked at $2.83M in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.