Wealth Enhancement Advisory Services
GTES icon

Wealth Enhancement Advisory Services’s Gates Industrial Corp GTES Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.94M Buy
72,721
+23,685
+48% +$630K ﹤0.01% 1691
2026
Q2 		$1.29M Buy
49,036
+5,800
+13% +$149K ﹤0.01% 1888
2026
Q1 		$953K Sell
43,236
-4,375
-9% -$106K ﹤0.01% 1836
2025
Q4 		$1.1M Buy
47,611
+2,128
+5% +$49.1K ﹤0.01% 1900
2025
Q3 		$1.15M Buy
45,483
+4,017
+10% +$99.8K ﹤0.01% 1762
2025
Q2 		$996K Sell
41,466
-194
-0.5% -$3.91K ﹤0.01% 1759
2025
Q1 		$767K Buy
41,660
+1,845
+5% +$38K ﹤0.01% 1763
2024
Q4 		$819K Buy
39,815
+1,363
+4% +$27.5K ﹤0.01% 1662
2024
Q3 		$675K Buy
38,452
+3,610
+10% +$61.5K ﹤0.01% 1622
2024
Q2 		$551K Buy
34,842
+10,776
+45% +$183K ﹤0.01% 1593
2024
Q1 		$426K Buy
24,066
+1,724
+8% +$24.9K ﹤0.01% 1685
2023
Q4 		$300K Buy
22,342
+7,772
+53% +$91.9K ﹤0.01% 1811
2023
Q3 		$169K Buy
+14,570
New +$181K ﹤0.01% 2033

Other funds holding GTES

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Confluence Investment Management
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
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
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
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services's GTES Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Gates Industrial Corp (GTES) stake by 48% in Q3 2026, buying an estimated $630K and bringing the position to 72,721 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Wealth Enhancement Advisory Services first reported a position in GTES in Q3 2023 and has held it in 13 quarters since. 22 funds tracked by Wall St. Rank hold GTES as of Q3 2026.

  • Wealth Enhancement Advisory Services held 72,721 shares of Gates Industrial Corp worth $1.94M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 23,685 Gates Industrial Corp shares in Q3 2026, an estimated $630K.
  • Gates Industrial Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1691 holding.
  • Wealth Enhancement Advisory Services first reported a position in Gates Industrial Corp in Q3 2023 and has held it in 13 quarters since.
  • 22 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.