GTES β€” Gates Industrial Corporation Plc Com Usd0.01

Ownership history in Integrated Wealth Concepts LLC  Β·  10 quarters on record

AI Ownership Summary

Integrated Wealth Concepts LLC reported Gates Industrial Corporation Plc Com Usd0.01 (GTES) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q3. The latest visible filing shows GTES at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GTES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Integrated Wealth Concepts LLC's position in Gates Industrial Corporation Plc Com Usd0.01, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

GTES was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GTES stock page Integrated Wealth Concepts LLC fund profile Integrated Wealth Concepts LLC full holdings
How Integrated Wealth Concepts LLC held GTES β€” position size vs. price
% of Fund (quarterly)    GTES price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 8,596 -5,099 -37.2% 0.00% $213K 2025-11-14 $22.07
2025 Q2 ADDED 13,695 +3,301 +31.8% 0.00% $315K 2025-08-14 $24.52
2025 Q1 REDUCED 10,394 -81 -0.8% 0.00% $191K 2025-05-15 $21.91
2024 Q4 REDUCED 10,475 -321 -3.0% 0.00% $215K 2025-02-14 $22.65
2024 Q3 REDUCED 10,796 -4,153 -27.8% 0.00% $189K 2024-11-14 $20.74
2024 Q2 ADDED 14,949 +666 +4.7% 0.00% $236K 2024-08-14 $16.71
2024 Q1 ADDED 14,283 +995 +7.5% 0.00% $253K 2024-05-15 $17.00
2023 Q4 ADDED 13,288 +3,085 +30.2% 0.00% $178K 2024-02-13 $12.77
2023 Q3 UNCHANGED 10,203 β€” 0% 0.00% $118K 2023-11-15 $11.88
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding GTES

As of 2025 Q4 β€” sorted by position size

Paradice Investment Management LLC 3Y 7Y 5.4% Channing Capital Management, LLC 3Y 7Y 2.3% Van Berkom & Associates Inc. 3Y 7Y 1.98% EVR Research LP 3Y 1.97% FIDUCIARY MANAGEMENT INC /WI/ 3Y 7Y 1.64% KLCM Advisors, Inc. 3Y 7Y 1.23% Leeward Investments, LLC - MA 3Y 1.21% Penn Capital Management Company, LLC 3Y 7Y 1.12% HEARTLAND ADVISORS INC 3Y 7Y 0.86% Dean Capital Management 3Y 7Y 0.84%

FAQ About Integrated Wealth Concepts LLC and GTES

These are the practical questions this page is built to answer before you even open the full history table.

How long has Integrated Wealth Concepts LLC reported owning GTES?

Integrated Wealth Concepts LLC reported GTES across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported GTES position in Integrated Wealth Concepts LLC's portfolio?

The largest reported portfolio weight for GTES was 0.00% in 2024 Q1.

What is the latest reported GTES position on this page?

The most recent filing on this page is 2025 Q3, when Integrated Wealth Concepts LLC reported 8,596 shares, equal to 0.00% of portfolio, with an estimated market value of $213K.

What does the chart on this GTES ownership page compare?

The chart compares Integrated Wealth Concepts LLC's quarterly GTES portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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