EWM
GTLS

Evercore Wealth Management’s Chart Industries GTLS Stock Holding History

Evercore 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
2026
Q1 		$258K Sell
1,250
-85
-6% -$17.6K ﹤0.01% 352
2025
Q4 		$275K Sell
1,335
-264
-17% -$53.5K ﹤0.01% 351
2025
Q3 		$320K Hold
1,599
– – ﹤0.01% 341
2025
Q2 		$263K Hold
1,599
– – ﹤0.01% 355
2025
Q1 		$231K Sell
1,599
-21,797
-93% -$4.01M ﹤0.01% 377
2024
Q4 		$4.46M Sell
23,396
-7,095
-23% -$1.14M 0.07% 107
2024
Q3 		$3.79M Buy
30,491
+17,311
+131% +$2.27M 0.06% 119
2024
Q2 		$1.9M Sell
13,180
-12,980
-50% -$1.96M 0.03% 164
2024
Q1 		$4.31M Buy
26,160
+4,300
+20% +$577K 0.07% 108
2023
Q4 		$2.98M Hold
21,860
– – 0.05% 130
2023
Q3 		$3.7M Hold
21,860
– – 0.07% 108
2023
Q2 		$3.49M Hold
21,860
– – 0.06% 114
2023
Q1 		$2.74M Hold
21,860
– – 0.05% 130
2022
Q4 		$2.52M Buy
21,860
+5,000
+30% +$803K 0.05% 137
2022
Q3 		$3.11M Hold
16,860
– – 0.07% 112
2022
Q2 		$2.82M Hold
16,860
– – 0.06% 125
2022
Q1 		$2.9M Sell
16,860
-15
-0.1% -$2.11K 0.05% 135
2021
Q4 		$2.69M Buy
16,875
+15
+0.1% +$2.65K 0.04% 144
2021
Q3 		$3.22M Hold
16,860
– – 0.06% 132
2021
Q2 		$2.47M Sell
16,860
-694
-4% -$102K 0.05% 154
2021
Q1 		$2.5M Buy
17,554
+10,054
+134% +$1.42M 0.05% 151
2020
Q4 		$883K Buy
+7,500
New +$724K 0.02% 229

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

Evercore Wealth Management's GTLS Position: Q1 2026 in Review

Evercore Wealth Management reduced its Chart Industries (GTLS) stake by 6.4% in Q1 2026, selling an estimated $17.6K and leaving 1,250 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Evercore Wealth Management first reported a position in GTLS in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.46M in Q4 2024. 458 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

  • Evercore Wealth Management held 1,250 shares of Chart Industries worth $258K as of Q1 2026.
  • Evercore Wealth Management sold 85 Chart Industries shares in Q1 2026, an estimated $17.6K.
  • Chart Industries made up ﹤0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #352 holding.
  • Evercore Wealth Management first reported a position in Chart Industries in Q4 2020 and has held it in 22 quarters since.
  • Evercore Wealth Management's Chart Industries position peaked at $4.46M in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.