Ellevest Inc’s Chart Industries GTLS Stock Holding History

Ellevest Inc’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	-1,412	Closed	-$232K	–	447
2025 Q2	$232K	Sell	1,412 -93	-6%	-$13.7K	0.04%	346
2025 Q1	$217K	Buy	+1,505	New	+$277K	0.01%	358
2023 Q2	–	Sell	-91	Closed	-$11.4K	–	874
2023 Q1	$11.4K	Sell	91 -76	-46%	-$9.78K	﹤0.01%	1006
2022 Q4	$19.2K	Sell	167 -241	-59%	-$38.7K	﹤0.01%	865
2022 Q3	$75K	Buy	408 +210	+106%	+$38.9K	0.01%	474
2022 Q2	$33K	Buy	198 +119	+151%	+$20.3K	﹤0.01%	652
2022 Q1	$14K	Buy	79 +46	+139%	+$6.46K	﹤0.01%	813
2021 Q4	$5K	Buy	33 +23	+230%	+$4.07K	﹤0.01%	996
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	1139
2021 Q2	$1K	Buy	10 +5	+100%	+$733	﹤0.01%	1159
2021 Q1	$1K	Buy	+5	New	+$706	﹤0.01%	1161

Other funds holding GTLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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 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 New York $235B AUM 32.99% 1-Year Est. Return