MorganRosel Wealth Management, LLC
Position in GTES — Gates Industrial Corp Ltd.
CIK 1753218
HIGHLANDS RANCH, CO
Position in GTES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$529,192
+$106,792 QoQ
Shares Held
18,920
+1.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#204
of 367 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GTES Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MorganRosel Wealth Management, LLC holds $1,513,636 across 3 Specialty Industrial Machinery names. GTES ranks #2 (35.0% of the industry book) .
All Filings in GTES
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,192 | 18,920 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $422,400 | 18,682 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $663,465 | 30,902 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,194,586 | 48,130 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||