Caldwell Trust’s Chart Industries GTLS Stock Holding History

Caldwell Trust’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 Q2	–	Sell	-230	Closed	-$37.9K	–	705
2024 Q1	$37.9K	Buy	+230	New	+$30.9K	﹤0.01%	487

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Caldwell Trust's GTLS Position: Q2 2024 in Review

Caldwell Trust sold out of Chart Industries (GTLS) in Q2 2024, closing a stake of 230 shares — an estimated $37.9K sold.

Caldwell Trust first reported a position in GTLS in Q1 2024 and held it in 1 quarter. The position peaked at $37.9K in Q1 2024. 464 funds tracked by Wall St. Rank hold GTLS as of Q2 2024.

Caldwell Trust reported no remaining Chart Industries position as of Q2 2024 after selling out during the quarter.
Caldwell Trust sold 230 Chart Industries shares in Q2 2024, an estimated $37.9K.
Caldwell Trust first reported a position in Chart Industries in Q1 2024 and held it in 1 quarter.
Caldwell Trust's Chart Industries position peaked at $37.9K in Q1 2024.
464 funds tracked by Wall St. Rank held Chart Industries as of Q2 2024.

Based on Caldwell Trust's 13F filing for Q2 2024, filed 24 Sep 2025.