CFFP
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Center for Financial Planning’s Chart Industries GTLS Stock Holding History

Center for Financial Planning’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
-37
Closed -$5.34K – 679
2025
Q1 		$5.34K Hold
37
– – ﹤0.01% 527
2024
Q4 		$7.06K Buy
+37
New +$5.94K ﹤0.01% 457

Other funds holding GTLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
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

Center for Financial Planning's GTLS Position: Q2 2025 in Review

Center for Financial Planning sold out of Chart Industries (GTLS) in Q2 2025, closing a stake of 37 shares — an estimated $5.34K sold.

Center for Financial Planning first reported a position in GTLS in Q4 2024 and held it in 2 quarters. The position peaked at $7.06K in Q4 2024. 552 funds tracked by Wall St. Rank hold GTLS as of Q2 2025.

  • Center for Financial Planning reported no remaining Chart Industries position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 37 Chart Industries shares in Q2 2025, an estimated $5.34K.
  • Center for Financial Planning first reported a position in Chart Industries in Q4 2024 and held it in 2 quarters.
  • Center for Financial Planning's Chart Industries position peaked at $7.06K in Q4 2024.
  • 552 funds tracked by Wall St. Rank held Chart Industries as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.