Covestor’s Chart Industries GTLS Stock Holding History

Covestor’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	$17K	Sell	80 -583	-88%	-$121K	0.01%	1176
2025 Q4	$137K	Sell	663 -104	-14%	-$21.1K	0.07%	384
2025 Q3	$154K	Sell	767 -124	-14%	-$23.6K	0.08%	326
2025 Q2	$147K	Buy	891 +255	+40%	+$37.5K	0.09%	327
2025 Q1	$92K	Sell	636 -1,280	-67%	-$236K	0.06%	543
2024 Q4	$366K	Buy	1,916 +1,332	+228%	+$214K	0.23%	38
2024 Q3	$73K	Buy	584 +72	+14%	+$9.45K	0.05%	700
2024 Q2	$74K	Buy	512 +140	+38%	+$21.1K	0.05%	674
2024 Q1	$61K	Buy	372 +311	+510%	+$41.8K	0.04%	803
2023 Q4	$8K	Buy	61 +15	+33%	+$2.03K	0.01%	1682
2023 Q3	$8K	Hold	46	–	–	0.01%	1546
2023 Q2	$7K	Hold	46	–	–	0.01%	1631
2023 Q1	$6K	Hold	46	–	–	0.01%	1515
2022 Q4	$5K	Sell	46 -28	-38%	-$4.5K	﹤0.01%	1568
2022 Q3	$14K	Hold	74	–	–	0.01%	1122
2022 Q2	$13K	Sell	74 -6	-8%	-$1.02K	0.01%	1114
2022 Q1	$14K	Buy	80 +33	+70%	+$4.63K	0.01%	1184
2021 Q4	$8K	Buy	+47	New	+$8.31K	0.01%	1097

Other funds holding GTLS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return