Creative Planning’s Chart Industries GTLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.1M | Sell |
19,630
-4,014
| -17% | -$834K | ﹤0.01% | 1553 |
|
|
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
OCAI
HI
Creative Planning's GTLS Position: Q2 2026 in Review
Creative Planning reduced its Chart Industries (GTLS) stake by 17% in Q2 2026, selling an estimated $834K and leaving 19,630 shares worth $4.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1553.
Creative Planning first reported a position in GTLS in Q2 2013 and has held it in 28 quarters since. The position peaked at $4.89M in Q1 2026. 432 funds tracked by Wall St. Rank hold GTLS as of Q2 2026.
- Creative Planning held 19,630 shares of Chart Industries worth $4.1M as of Q2 2026.
- Creative Planning sold 4,014 Chart Industries shares in Q2 2026, an estimated $834K.
- Chart Industries made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1553 holding.
- Creative Planning first reported a position in Chart Industries in Q2 2013 and has held it in 28 quarters since.
- Creative Planning's Chart Industries position peaked at $4.89M in Q1 2026.
- 432 funds tracked by Wall St. Rank held Chart Industries as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.