Capital Advisors Ltd’s Chart Industries GTLS Stock Holding History

Capital Advisors Ltd’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	-272	Closed	-$39K	–	1459
2025 Q1	$39K	Hold	272	–	–	0.01%	503
2024 Q4	$52K	Hold	272	–	–	0.01%	444
2024 Q3	$34K	Hold	272	–	–	﹤0.01%	520
2024 Q2	$39K	Hold	272	–	–	0.01%	486
2024 Q1	$45K	Hold	272	–	–	0.01%	453
2023 Q4	$37K	Sell	272 -271	-50%	-$36.6K	0.01%	469
2023 Q3	$92K	Hold	543	–	–	0.01%	336
2023 Q2	$87K	Hold	543	–	–	0.01%	353
2023 Q1	$68K	Hold	543	–	–	0.01%	344
2022 Q4	$63K	Sell	543 -504	-48%	-$81K	0.01%	348
2022 Q3	$193K	Sell	1,047 -3	-0.3%	-$556	0.04%	238
2022 Q2	$176K	Buy	1,050 +3	+0.3%	+$512	0.03%	247
2022 Q1	$180K	Buy	1,047 +272	+35%	+$38.2K	0.03%	244
2021 Q4	$124K	Buy	+775	New	+$137K	0.02%	283

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Capital Advisors Ltd's GTLS Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Chart Industries (GTLS) in Q2 2025, closing a stake of 272 shares — an estimated $39K sold.

Capital Advisors Ltd first reported a position in GTLS in Q4 2021 and held it in 14 quarters. The position peaked at $193K in Q3 2022. 552 funds tracked by Wall St. Rank hold GTLS as of Q2 2025.

Capital Advisors Ltd reported no remaining Chart Industries position as of Q2 2025 after selling out during the quarter.
Capital Advisors Ltd sold 272 Chart Industries shares in Q2 2025, an estimated $39K.
Capital Advisors Ltd first reported a position in Chart Industries in Q4 2021 and held it in 14 quarters.
Capital Advisors Ltd's Chart Industries position peaked at $193K in Q3 2022.
552 funds tracked by Wall St. Rank held Chart Industries as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.