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Creative Financial Designs’s Chart Industries GTLS Stock Holding History

Creative Financial Designs’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
-6
Closed -$866 – 2081
2025
Q1 		$866 Buy
+6
New +$1.1K ﹤0.01% 1815
2020
Q1 		– Sell
-75
Closed -$5K – 520
2019
Q4 		$5K Sell
75
-455
-86% -$26.6K ﹤0.01% 468
2019
Q3 		$31K Sell
530
-50
-9% -$3.39K 0.02% 280
2019
Q2 		$42K Hold
580
– – 0.02% 241
2019
Q1 		$53K Sell
580
-1,109
-66% -$89.6K 0.03% 217
2018
Q4 		$110K Sell
1,689
-50
-3% -$3.3K 0.08% 138
2018
Q3 		$136K Sell
1,739
-50
-3% -$3.7K 0.08% 141
2018
Q2 		$110K Hold
1,789
– – 0.06% 170
2018
Q1 		$106K Buy
1,789
+275
+18% +$14.8K 0.07% 165
2017
Q4 		$71K Buy
1,514
+259
+21% +$11.6K 0.05% 190
2017
Q3 		$49K Buy
1,255
+680
+118% +$23.9K 0.03% 245
2017
Q2 		$20K Buy
575
+25
+5% +$872 0.01% 328
2017
Q1 		$19K Buy
+550
New +$20.4K 0.01% 328

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

Creative Financial Designs's GTLS Position: Q2 2025 in Review

Creative Financial Designs sold out of Chart Industries (GTLS) in Q2 2025, closing a stake of 6 shares — an estimated $866 sold.

Creative Financial Designs first reported a position in GTLS in Q1 2017 and held it in 13 quarters. The position peaked at $136K in Q3 2018. 552 funds tracked by Wall St. Rank hold GTLS as of Q2 2025.

  • Creative Financial Designs reported no remaining Chart Industries position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 6 Chart Industries shares in Q2 2025, an estimated $866.
  • Creative Financial Designs first reported a position in Chart Industries in Q1 2017 and held it in 13 quarters.
  • Creative Financial Designs's Chart Industries position peaked at $136K in Q3 2018.
  • 552 funds tracked by Wall St. Rank held Chart Industries as of Q2 2025.

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