AAS
GTLS

Avantax Advisory Services’s Chart Industries GTLS Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$597K Sell
3,623
-2,717
-43% -$399K ﹤0.01% 1480
2025
Q1 		$915K Sell
6,340
-358
-5% -$65.9K 0.01% 1144
2024
Q4 		$1.28M Buy
6,698
+3,789
+130% +$609K 0.01% 931
2024
Q3 		$361K Buy
2,909
+64
+2% +$8.4K ﹤0.01% 1628
2024
Q2 		$411K Buy
+2,845
New +$429K ﹤0.01% 1492

Other funds holding GTLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Avantax Advisory Services's GTLS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Chart Industries (GTLS) stake by 43% in Q2 2025, selling an estimated $399K and leaving 3,623 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Avantax Advisory Services first reported a position in GTLS in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.28M in Q4 2024. 552 funds tracked by Wall St. Rank hold GTLS as of Q2 2025.

  • Avantax Advisory Services held 3,623 shares of Chart Industries worth $597K as of Q2 2025.
  • Avantax Advisory Services sold 2,717 Chart Industries shares in Q2 2025, an estimated $399K.
  • Chart Industries made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1480 holding.
  • Avantax Advisory Services first reported a position in Chart Industries in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Chart Industries position peaked at $1.28M in Q4 2024.
  • 552 funds tracked by Wall St. Rank held Chart Industries as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.