Carson Wealth (CWM LLC)
GTLS

Carson Wealth (CWM LLC)’s Chart Industries GTLS Stock Holding History

Carson Wealth (CWM LLC)’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 		$433K Buy
2,095
+117
+6% +$24.2K ﹤0.01% 2117
2025
Q4 		$408K Buy
1,978
+112
+6% +$22.7K ﹤0.01% 2045
2025
Q3 		$373K Sell
1,866
-56
-3% -$10.6K ﹤0.01% 1963
2025
Q2 		$316K Buy
1,922
+906
+89% +$133K ﹤0.01% 1827
2025
Q1 		$147K Sell
1,016
-14,826
-94% -$2.73M ﹤0.01% 2114
2024
Q4 		$3.02M Sell
15,842
-1,677
-10% -$269K 0.01% 624
2024
Q3 		$2.17M Sell
17,519
-2,382
-12% -$313K 0.01% 669
2024
Q2 		$2.87M Buy
19,901
+888
+5% +$134K 0.01% 545
2024
Q1 		$3.13M Sell
19,013
-5,817
-23% -$781K 0.02% 520
2023
Q4 		$3.38M Sell
24,830
-1,579
-6% -$213K 0.02% 469
2023
Q3 		$4.47M Sell
26,409
-2,248
-8% -$378K 0.03% 384
2023
Q2 		$4.58M Buy
28,657
+8,360
+41% +$1.07M 0.03% 357
2023
Q1 		$2.54M Sell
20,297
-670
-3% -$86.2K 0.02% 441
2022
Q4 		$2.42M Buy
20,967
+4,702
+29% +$755K 0.02% 422
2022
Q3 		$3M Buy
16,265
+16,246
+85,505% +$3.01M 0.02% 360
2022
Q2 		$3K Sell
19
-114
-86% -$19.5K ﹤0.01% 3198
2022
Q1 		$23K Buy
133
+63
+90% +$8.85K ﹤0.01% 1990
2021
Q4 		$11K Buy
+70
New +$12.4K ﹤0.01% 2301
2019
Q1 		– Sell
-9
Closed -$1K – 3079
2018
Q4 		$1K Hold
9
– – ﹤0.01% 1900
2018
Q3 		$1K Hold
9
– – ﹤0.01% 1670
2018
Q2 		$1K Hold
9
– – ﹤0.01% 1526
2018
Q1 		$1K Hold
9
– – ﹤0.01% 1275
2017
Q4 		$0 Hold
9
– – ﹤0.01% 1506
2017
Q3 		$0 Hold
9
– – ﹤0.01% 1507
2017
Q2 		$0 Hold
9
– – ﹤0.01% 1235
2017
Q1 		$0 Buy
+9
New +$333 ﹤0.01% 1228
2014
Q1 		– Sell
-100
Closed -$10K – 291
2013
Q4 		$10K Buy
+100
New +$10.5K ﹤0.01% 441

Other funds holding GTLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GTLS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Chart Industries (GTLS) stake by 5.9% in Q1 2026, buying an estimated $24.2K and bringing the position to 2,095 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

Carson Wealth (CWM LLC) first reported a position in GTLS in Q4 2013 and has held it in 27 quarters since. The position peaked at $4.58M in Q2 2023. 458 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,095 shares of Chart Industries worth $433K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 117 Chart Industries shares in Q1 2026, an estimated $24.2K.
  • Chart Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2117 holding.
  • Carson Wealth (CWM LLC) first reported a position in Chart Industries in Q4 2013 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Chart Industries position peaked at $4.58M in Q2 2023.
  • 458 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.