AWM
GTLS

Axxcess Wealth Management’s Chart Industries GTLS Stock Holding History

Axxcess 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 		– Sell
-1,407
Closed -$290K – 644
2025
Q4 		$290K Hold
1,407
– – 0.01% 859
2025
Q3 		$282K Sell
1,407
-220
-14% -$41.8K 0.01% 775
2025
Q2 		$268K Buy
+1,627
New +$239K 0.01% 752
2025
Q1 		– Sell
-1,748
Closed -$334K – 887
2024
Q4 		$334K Buy
+1,748
New +$281K 0.01% 647
2024
Q3 		– Sell
-1,400
Closed -$202K – 913
2024
Q2 		$202K Buy
+1,400
New +$211K 0.01% 800
2023
Q3 		– Sell
-1,700
Closed -$272K – 816
2023
Q2 		$272K Buy
+1,700
New +$217K 0.02% 474

Other funds holding GTLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Axxcess Wealth Management sold out of Chart Industries (GTLS) in Q1 2026, closing a stake of 1,407 shares — an estimated $290K sold.

Axxcess Wealth Management first reported a position in GTLS in Q2 2023 and held it in 6 quarters. The position peaked at $334K in Q4 2024. 458 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Chart Industries position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,407 Chart Industries shares in Q1 2026, an estimated $290K.
  • Axxcess Wealth Management first reported a position in Chart Industries in Q2 2023 and held it in 6 quarters.
  • Axxcess Wealth Management's Chart Industries position peaked at $334K in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.