BRWA
GTLS

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
2025
Q2 		– Sell
-16,825
Closed -$2.43M – 1187
2025
Q1 		$2.43M Buy
16,825
+2,778
+20% +$512K 0.07% 276
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 -$10K – 1151
2014
Q4 		$10K 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
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

B. Riley Wealth Advisors's GTLS Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Chart Industries (GTLS) in Q2 2025, closing a stake of 16,825 shares — an estimated $2.43M sold.

B. Riley Wealth Advisors first reported a position in GTLS in Q2 2014 and held it in 7 quarters. The position peaked at $2.74M in Q3 2024. 554 funds tracked by Wall St. Rank hold GTLS as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Chart Industries position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,825 Chart Industries shares in Q2 2025, an estimated $2.43M.
  • B. Riley Wealth Advisors first reported a position in Chart Industries in Q2 2014 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Chart Industries position peaked at $2.74M in Q3 2024.
  • 554 funds tracked by Wall St. Rank held Chart Industries as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.