Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Gates Industrial Corp GTES Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-510
Closed -$12.7K – 1804
2025
Q3 		$12.7K Buy
+510
New +$12.7K ﹤0.01% 1899

Other funds holding GTES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealthspire Advisors (New York)'s GTES Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Gates Industrial Corp (GTES) in Q4 2025, closing a stake of 510 shares — an estimated $12.7K sold.

Wealthspire Advisors (New York) first reported a position in GTES in Q3 2025 and held it in 1 quarter. The position peaked at $12.7K in Q3 2025. 379 funds tracked by Wall St. Rank hold GTES as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Gates Industrial Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 510 Gates Industrial Corp shares in Q4 2025, an estimated $12.7K.
  • Wealthspire Advisors (New York) first reported a position in Gates Industrial Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Gates Industrial Corp position peaked at $12.7K in Q3 2025.
  • 379 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.