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CWP
Concord Wealth Partners’s
Chart Industries
GTLS
Stock Holding History
Concord Wealth Partners’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
–
Sell
-45
Closed
-$9.28K
–
440
2025
Q4
$9.28K
Hold
45
–
–
﹤0.01%
550
2025
Q3
$9.01K
Hold
45
–
–
﹤0.01%
554
2025
Q2
$7.41K
Hold
45
–
–
﹤0.01%
578
2025
Q1
$6.5K
Sell
45
-8
-15%
-$1.47K
﹤0.01%
555
2024
Q4
$10.1K
Hold
53
–
–
﹤0.01%
526
2024
Q3
$6.58K
Buy
53
+8
+18%
+$1.05K
﹤0.01%
601
2024
Q2
$6.5K
Hold
45
–
–
﹤0.01%
549
2024
Q1
$7.41K
Hold
45
–
–
﹤0.01%
601
2023
Q4
$6.13K
Hold
45
–
–
﹤0.01%
617
2023
Q3
$7.61K
Hold
45
–
–
﹤0.01%
658
2023
Q2
$7.19K
Hold
45
–
–
﹤0.01%
649
2023
Q1
$5.64K
Hold
45
–
–
﹤0.01%
657
2022
Q4
$5.18K
Buy
+45
New
+$7.23K
﹤0.01%
756
2022
Q3
–
Sell
-45
Closed
-$8K
–
552
2022
Q2
$8K
Hold
45
–
–
﹤0.01%
727
2022
Q1
$8K
Hold
45
–
–
﹤0.01%
816
2021
Q4
$7K
Hold
45
–
–
﹤0.01%
867
2021
Q3
$9K
Hold
45
–
–
﹤0.01%
483
2021
Q2
$7K
Hold
45
–
–
﹤0.01%
683
2021
Q1
$6K
Hold
45
–
–
﹤0.01%
645
2020
Q4
$5K
Buy
+45
New
+$4.34K
﹤0.01%
415
Other funds holding GTLS
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New York
$5.7T AUM
30.48%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
$761B 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
$134B AUM
35.51%
1-Year Est. Return
Balyasny Asset Management
Chicago, Illinois
$50.9B AUM
42.89%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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