B. Riley Wealth Advisors’s Chart Industries GTLS Stock Holding History

B. Riley Wealth Advisors’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
2024 Q4	$2.68M	Sell	14,047 -8,210	-37%	-$1.32M	0.09%	230
2024 Q3	$2.74M	Buy	22,257 +15,862	+248%	+$2.08M	0.08%	251
2024 Q2	$923K	Buy	+6,395	New	+$965K	0.02%	565
2022 Q2	–	Sell	-2,370	Closed	-$408K	–	1291
2022 Q1	$408K	Buy	+2,370	New	+$333K	0.01%	859
2015 Q1	–	Sell	-303	Closed	-$10	–	1151
2014 Q4	$10	Buy	+303	New	+$12.7K	﹤0.01%	2865
2014 Q3	–	Sell	-303	Closed	-$25.1K	–	1161
2014 Q2	$25.1K	Buy	+303	New	+$22.9K	0.01%	1365

Other funds holding GTLS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

B. Riley Wealth Advisors's GTLS Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Chart Industries (GTLS) stake by 37% in Q4 2024, selling an estimated $1.32M and leaving 14,047 shares worth $2.68M. The position accounts for 0.09% of the portfolio, ranked #230.

B. Riley Wealth Advisors first reported a position in GTLS in Q2 2014 and has held it in 6 quarters since. The position peaked at $2.74M in Q3 2024. 527 funds tracked by Wall St. Rank hold GTLS as of Q4 2024.

B. Riley Wealth Advisors held 14,047 shares of Chart Industries worth $2.68M as of Q4 2024.
B. Riley Wealth Advisors sold 8,210 Chart Industries shares in Q4 2024, an estimated $1.32M.
Chart Industries made up 0.09% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #230 holding.
B. Riley Wealth Advisors first reported a position in Chart Industries in Q2 2014 and has held it in 6 quarters since.
B. Riley Wealth Advisors's Chart Industries position peaked at $2.74M in Q3 2024.
527 funds tracked by Wall St. Rank held Chart Industries as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.