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 Q3	$13.5K	Buy	516 +104	+25%	+$2.77K	﹤0.01%	957
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

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 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

True Wealth Design's GTES Position: Q3 2026 in Review

True Wealth Design increased its Gates Industrial Corp (GTES) stake by 25% in Q3 2026, buying an estimated $2.77K and bringing the position to 516 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

True Wealth Design first reported a position in GTES in Q1 2025 and has held it in 7 quarters since. The position peaked at $28.9K in Q3 2025. 28 funds tracked by Wall St. Rank hold GTES as of Q3 2026.

True Wealth Design held 516 shares of Gates Industrial Corp worth $13.5K as of Q3 2026.
True Wealth Design bought 104 Gates Industrial Corp shares in Q3 2026, an estimated $2.77K.
Gates Industrial Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #957 holding.
True Wealth Design first reported a position in Gates Industrial Corp in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Gates Industrial Corp position peaked at $28.9K in Q3 2025.
28 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.