IMA Wealth, Inc.

SEC CIK: 0001455495
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

GTES holding history

Gates Industrial Corp Ltd. in every 13F filed by IMA Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GTES overview All 13F holders of GTES Full Q2 2026 holdings

Shares (Q2 2026): 245
Value: $6.85K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of GTES by IMA Wealth, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	245	$6.85K	<0.1%	+86+54.1%	Added	Holders
Q1 2026	159	$3.59K	<0.1%	−11−6.5%	Reduced	Holders
Q4 2025	170	$3.65K	<0.1%	+170	New	Holders