AWM
GTLS

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
Q2 		$347K Buy
1,661
+408
+33% +$84.8K ﹤0.01% 1404
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCAI
O'Connor Alternative Investments New York $1.37B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AE Wealth Management's GTLS Position: Q2 2026 in Review

AE Wealth Management increased its Chart Industries (GTLS) stake by 33% in Q2 2026, buying an estimated $84.8K and bringing the position to 1,661 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

AE Wealth Management first reported a position in GTLS in Q2 2023 and has held it in 6 quarters since. 432 funds tracked by Wall St. Rank hold GTLS as of Q2 2026.

  • AE Wealth Management held 1,661 shares of Chart Industries worth $347K as of Q2 2026.
  • AE Wealth Management bought 408 Chart Industries shares in Q2 2026, an estimated $84.8K.
  • Chart Industries made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1404 holding.
  • AE Wealth Management first reported a position in Chart Industries in Q2 2023 and has held it in 6 quarters since.
  • 432 funds tracked by Wall St. Rank held Chart Industries as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.