DWM
GTLS

Dakota Wealth Management’s Chart Industries GTLS Stock Holding History

Dakota Wealth Management’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
Q3 		– Sell
-2,971
Closed -$489K – 714
2025
Q2 		$489K Buy
2,971
+1,550
+109% +$228K 0.01% 519
2025
Q1 		$205K Buy
+1,421
New +$262K ﹤0.01% 711

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Dakota Wealth Management's GTLS Position: Q3 2025 in Review

Dakota Wealth Management sold out of Chart Industries (GTLS) in Q3 2025, closing a stake of 2,971 shares — an estimated $489K sold.

Dakota Wealth Management first reported a position in GTLS in Q1 2025 and held it in 2 quarters. The position peaked at $489K in Q2 2025. 502 funds tracked by Wall St. Rank hold GTLS as of Q3 2025.

  • Dakota Wealth Management reported no remaining Chart Industries position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 2,971 Chart Industries shares in Q3 2025, an estimated $489K.
  • Dakota Wealth Management first reported a position in Chart Industries in Q1 2025 and held it in 2 quarters.
  • Dakota Wealth Management's Chart Industries position peaked at $489K in Q2 2025.
  • 502 funds tracked by Wall St. Rank held Chart Industries as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.