Capital Asset Advisory Services’s Chart Industries GTLS Stock Holding History

Capital Asset Advisory Services’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	$293K	Hold	1,407	–	–	0.01%	246
2025 Q4	$290K	Hold	1,407	–	–	0.01%	239
2025 Q3	$282K	Sell	1,407 -220	-14%	-$41.8K	0.01%	241
2025 Q2	$265K	Buy	+1,627	New	+$239K	0.01%	236
2025 Q1	–	Sell	-1,748	Closed	-$348K	–	294
2024 Q4	$348K	Hold	1,748	–	–	0.02%	230
2024 Q3	$217K	Buy	+1,748	New	+$230K	0.01%	304
2021 Q1	–	Sell	-261	Closed	-$31K	–	999
2020 Q4	$31K	Buy	+261	New	+$25.2K	0.01%	730

Other funds holding GTLS

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

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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Capital Asset Advisory Services's GTLS Position: Q1 2026 in Review

Capital Asset Advisory Services held its Chart Industries (GTLS) position steady in Q1 2026 at 1,407 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #246.

Capital Asset Advisory Services first reported a position in GTLS in Q4 2020 and has held it in 7 quarters since. The position peaked at $348K in Q4 2024. 458 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

Capital Asset Advisory Services held 1,407 shares of Chart Industries worth $293K as of Q1 2026.
Capital Asset Advisory Services left its Chart Industries share count unchanged in Q1 2026.
Chart Industries made up 0.01% of Capital Asset Advisory Services's portfolio in Q1 2026, its #246 holding.
Capital Asset Advisory Services first reported a position in Chart Industries in Q4 2020 and has held it in 7 quarters since.
Capital Asset Advisory Services's Chart Industries position peaked at $348K in Q4 2024.
458 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.