Envestnet Portfolio Solutions’s Chart Industries GTLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,864
Closed -$356K 1653
2024
Q4
$356K Buy
1,864
+114
+7% +$18.3K ﹤0.01% 1416
2024
Q3
$217K Sell
1,750
-121
-6% -$15.9K ﹤0.01% 1614
2024
Q2
$270K Buy
1,871
+64
+4% +$9.66K ﹤0.01% 1436
2024
Q1
$298K Sell
1,807
-140
-7% -$18.8K ﹤0.01% 1363
2023
Q4
$265K Sell
1,947
-1,279
-40% -$173K ﹤0.01% 1357
2023
Q3
$546K Buy
+3,226
New +$542K ﹤0.01% 950

Other funds holding GTLS

Envestnet Portfolio Solutions's GTLS Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Chart Industries (GTLS) in Q1 2025, closing a stake of 1,864 shares — an estimated $356K sold.

Envestnet Portfolio Solutions first reported a position in GTLS in Q3 2023 and held it in 6 quarters. The position peaked at $546K in Q3 2023. 549 funds tracked by Wall St. Rank hold GTLS as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Chart Industries position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,864 Chart Industries shares in Q1 2025, an estimated $356K.
  • Envestnet Portfolio Solutions first reported a position in Chart Industries in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Chart Industries position peaked at $546K in Q3 2023.
  • 549 funds tracked by Wall St. Rank held Chart Industries as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.