EverSource Wealth Advisors’s Chart Industries GTLS Stock Holding History

EverSource Wealth Advisors’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	$21.9K	Buy	106 +21	+25%	+$4.35K	﹤0.01%	2450
2025 Q4	$17.5K	Sell	85 -60	-41%	-$12.2K	﹤0.01%	2470
2025 Q3	$29K	Buy	145 +71	+96%	+$13.5K	﹤0.01%	2087
2025 Q2	$12.2K	Buy	74 +36	+95%	+$5.29K	﹤0.01%	2675
2025 Q1	$5.49K	Buy	38 +34	+850%	+$6.26K	﹤0.01%	2450
2024 Q4	$763	Buy	+4	New	+$643	﹤0.01%	3056
2024 Q3	–	Sell	-7	Closed	-$1.13K	–	3074
2024 Q2	$1.13K	Hold	7	–	–	﹤0.01%	2718
2024 Q1	$1.01K	Sell	7 -40	-85%	-$5.37K	﹤0.01%	2578
2023 Q4	$6.41K	Buy	+47	New	+$6.35K	﹤0.01%	1757
2022 Q2	–	Sell	-147	Closed	-$25K	–	1778
2022 Q1	$25K	Hold	147	–	–	0.01%	620
2021 Q4	$23K	Buy	+147	New	+$26K	0.01%	628

Other funds holding GTLS

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

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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

EverSource Wealth Advisors's GTLS Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Chart Industries (GTLS) stake by 25% in Q1 2026, buying an estimated $4.35K and bringing the position to 106 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

EverSource Wealth Advisors first reported a position in GTLS in Q4 2021 and has held it in 11 quarters since. The position peaked at $29K in Q3 2025. 458 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

EverSource Wealth Advisors held 106 shares of Chart Industries worth $21.9K as of Q1 2026.
EverSource Wealth Advisors bought 21 Chart Industries shares in Q1 2026, an estimated $4.35K.
Chart Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2450 holding.
EverSource Wealth Advisors first reported a position in Chart Industries in Q4 2021 and has held it in 11 quarters since.
EverSource Wealth Advisors's Chart Industries position peaked at $29K in Q3 2025.
458 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.