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

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

Concord Wealth Partners's GTLS Position: Q1 2026 in Review

Concord Wealth Partners sold out of Chart Industries (GTLS) in Q1 2026, closing a stake of 45 shares — an estimated $9.28K sold.

Concord Wealth Partners first reported a position in GTLS in Q4 2020 and held it in 20 quarters. The position peaked at $10.1K in Q4 2024. 458 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

Concord Wealth Partners reported no remaining Chart Industries position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 45 Chart Industries shares in Q1 2026, an estimated $9.28K.
Concord Wealth Partners first reported a position in Chart Industries in Q4 2020 and held it in 20 quarters.
Concord Wealth Partners's Chart Industries position peaked at $10.1K in Q4 2024.
458 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.