Creative Planning
GTLS

Creative Planning’s Chart Industries GTLS Stock Holding History

Creative Planning’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 		$4.89M Buy
23,644
+2,295
+11% +$475K ﹤0.01% 1218
2025
Q4 		$4.4M Buy
21,349
+3,762
+21% +$762K ﹤0.01% 1095
2025
Q3 		$3.52M Buy
17,587
+5,008
+40% +$952K ﹤0.01% 1095
2025
Q2 		$2.07M Sell
12,579
-318
-2% -$46.7K ﹤0.01% 1283
2025
Q1 		$1.86M Buy
12,897
+1,535
+14% +$283K ﹤0.01% 1219
2024
Q4 		$2.17M Buy
11,362
+5,909
+108% +$949K ﹤0.01% 1085
2024
Q3 		$677K Sell
5,453
-168
-3% -$22.1K ﹤0.01% 1841
2024
Q2 		$811K Buy
5,621
+2,055
+58% +$310K ﹤0.01% 1568
2024
Q1 		$587K Buy
3,566
+1,677
+89% +$225K ﹤0.01% 1734
2023
Q4 		$258K Sell
1,889
-112
-6% -$15.1K ﹤0.01% 2206
2023
Q3 		$338K Buy
+2,001
New +$336K ﹤0.01% 1832
2017
Q3 		– Sell
-335
Closed -$12K – 2650
2017
Q2 		$12K Buy
335
+215
+179% +$7.5K ﹤0.01% 3513
2017
Q1 		$4K Hold
120
– – ﹤0.01% 4047
2016
Q4 		$4K Hold
120
– – ﹤0.01% 4047
2016
Q3 		$4K Sell
120
-200
-63% -$5.8K ﹤0.01% 3972
2016
Q2 		$8K Sell
320
-100
-24% -$2.47K ﹤0.01% 3383
2016
Q1 		$9K Sell
420
-450
-52% -$8.04K ﹤0.01% 3280
2015
Q4 		$16K Sell
870
-200
-19% -$4.01K ﹤0.01% 2985
2015
Q3 		$21K Buy
+1,070
New +$28.2K ﹤0.01% 2683
2015
Q2 		– Sell
-10,880
Closed -$382K – 1864
2015
Q1 		$382K Buy
10,880
+10,000
+1,136% +$321K ﹤0.01% 860
2014
Q4 		$30K Buy
880
+792
+900% +$33.1K ﹤0.01% 2342
2014
Q3 		$5K Sell
88
-8,022
-99% -$570K ﹤0.01% 3287
2014
Q2 		$671K Buy
8,110
+8,000
+7,273% +$606K 0.01% 528
2014
Q1 		$9K Hold
110
– – ﹤0.01% 2800
2013
Q4 		$11K Sell
110
-50
-31% -$5.26K ﹤0.01% 2514
2013
Q3 		$20K Buy
160
+100
+167% +$11.2K ﹤0.01% 2100
2013
Q2 		$6K Buy
+60
New +$5.25K ﹤0.01% 2473

Other funds holding GTLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
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 $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Creative Planning's GTLS Position: Q1 2026 in Review

Creative Planning increased its Chart Industries (GTLS) stake by 11% in Q1 2026, buying an estimated $475K and bringing the position to 23,644 shares worth $4.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Creative Planning first reported a position in GTLS in Q2 2013 and has held it in 27 quarters since. 458 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

  • Creative Planning held 23,644 shares of Chart Industries worth $4.89M as of Q1 2026.
  • Creative Planning bought 2,295 Chart Industries shares in Q1 2026, an estimated $475K.
  • Chart Industries made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1218 holding.
  • Creative Planning first reported a position in Chart Industries in Q2 2013 and has held it in 27 quarters since.
  • 458 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.