AE Wealth Management’s Chart Industries GTLS Stock Holding History

AE Wealth Management’s Portfolio GTLS Stock Details GTLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$259K	Buy	+1,253	New	+$259K	﹤0.01%	1467
2025 Q4	–	Sell	-1,714	Closed	-$343K	–	2499
2025 Q3	$343K	Buy	1,714 +221	+15%	+$42K	﹤0.01%	1127
2025 Q2	$246K	Sell	1,493 -80	-5%	-$11.8K	﹤0.01%	1206
2025 Q1	$227K	Buy	+1,573	New	+$290K	﹤0.01%	1221
2023 Q3	–	Sell	-1,333	Closed	-$213K	–	2003
2023 Q2	$213K	Buy	+1,333	New	+$170K	﹤0.01%	1719

Other funds holding GTLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

AE Wealth Management's GTLS Position: Q1 2026 in Review

AE Wealth Management opened a new position in Chart Industries (GTLS) in Q1 2026: 1,253 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #1467 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in GTLS as recently as Q3 2025.

AE Wealth Management first reported a position in GTLS in Q2 2023 and has held it in 5 quarters since. The position peaked at $343K in Q3 2025. 458 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

AE Wealth Management held 1,253 shares of Chart Industries worth $259K as of Q1 2026.
Chart Industries was a new AE Wealth Management position in Q1 2026.
Chart Industries made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1467 holding.
AE Wealth Management first reported a position in Chart Industries in Q2 2023 and has held it in 5 quarters since.
AE Wealth Management's Chart Industries position peaked at $343K in Q3 2025.
458 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.