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 Q2	$9.4K	Buy	+45	New	+$9.35K	﹤0.01%	583
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OCAI

O'Connor Alternative Investments New York $1.37B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Concord Wealth Partners's GTLS Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Chart Industries (GTLS) in Q2 2026: 45 shares worth $9.4K. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in GTLS as recently as Q4 2025.

Concord Wealth Partners first reported a position in GTLS in Q4 2020 and has held it in 21 quarters since. The position peaked at $10.1K in Q4 2024. 432 funds tracked by Wall St. Rank hold GTLS as of Q2 2026.

Concord Wealth Partners held 45 shares of Chart Industries worth $9.4K as of Q2 2026.
Chart Industries was a new Concord Wealth Partners position in Q2 2026.
Chart Industries made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #583 holding.
Concord Wealth Partners first reported a position in Chart Industries in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Chart Industries position peaked at $10.1K in Q4 2024.
432 funds tracked by Wall St. Rank held Chart Industries as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.