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True Wealth Design’s Gates Industrial Corp GTES Stock Holding History

True Wealth Design’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 		$11.5K Sell
412
-14
-3% -$360 ﹤0.01% 1018
2026
Q1 		$9.63K Sell
426
-98
-19% -$2.38K ﹤0.01% 981
2025
Q4 		$11.3K Sell
524
-642
-55% -$14.8K ﹤0.01% 810
2025
Q3 		$28.9K Buy
1,166
+666
+133% +$16.5K 0.01% 478
2025
Q2 		$11.5K Buy
500
+145
+41% +$2.92K ﹤0.01% 527
2025
Q1 		$6.54K Buy
+355
New +$7.32K ﹤0.01% 602

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

True Wealth Design's GTES Position: Q2 2026 in Review

True Wealth Design reduced its Gates Industrial Corp (GTES) stake by 3.3% in Q2 2026, selling an estimated $360 and leaving 412 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

True Wealth Design first reported a position in GTES in Q1 2025 and has held it in 6 quarters since. The position peaked at $28.9K in Q3 2025. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • True Wealth Design held 412 shares of Gates Industrial Corp worth $11.5K as of Q2 2026.
  • True Wealth Design sold 14 Gates Industrial Corp shares in Q2 2026, an estimated $360.
  • Gates Industrial Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1018 holding.
  • True Wealth Design first reported a position in Gates Industrial Corp in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Gates Industrial Corp position peaked at $28.9K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.