SVB Wealth’s Gates Industrial GTES Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-1,838	Closed	-$33.8K	–	984
2025 Q1	$33.8K	Buy	+1,838	New	+$37.9K	﹤0.01%	633

Other funds holding GTES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SVB Wealth's GTES Position: Q2 2025 in Review

SVB Wealth sold out of Gates Industrial (GTES) in Q2 2025, closing a stake of 1,838 shares — an estimated $33.8K sold.

SVB Wealth first reported a position in GTES in Q1 2025 and held it in 1 quarter. The position peaked at $33.8K in Q1 2025. 358 funds tracked by Wall St. Rank hold GTES as of Q2 2025.

SVB Wealth reported no remaining Gates Industrial position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,838 Gates Industrial shares in Q2 2025, an estimated $33.8K.
SVB Wealth first reported a position in Gates Industrial in Q1 2025 and held it in 1 quarter.
SVB Wealth's Gates Industrial position peaked at $33.8K in Q1 2025.
358 funds tracked by Wall St. Rank held Gates Industrial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.