PWMAI
GTLS

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Chart Industries GTLS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
2026
Q1 		– Sell
-1,585
Closed -$327K – 542
2025
Q4 		$327K Sell
1,585
-6
-0.4% -$1.22K 0.1% 129
2025
Q3 		$318K Buy
1,591
+171
+12% +$32.5K 0.1% 116
2025
Q2 		$234K Sell
1,420
-49
-3% -$7.2K 0.08% 129
2025
Q1 		$212K Sell
1,469
-36
-2% -$6.63K 0.08% 132
2024
Q4 		$287K Sell
1,505
-590
-28% -$94.8K 0.11% 111
2024
Q3 		$260K Buy
2,095
+867
+71% +$114K 0.13% 84
2024
Q2 		$177K Hold
1,228
– – 0.1% 103
2024
Q1 		$202K Sell
1,228
-44
-3% -$5.91K 0.13% 88
2023
Q4 		$173K Buy
1,272
+583
+85% +$78.8K 0.11% 104
2023
Q3 		$117K Sell
689
-12,939
-95% -$2.18M 0.08% 121
2023
Q2 		$164K Buy
+13,628
New +$1.74M 0.12% 98
2023
Q1 		– Sell
-100
Closed -$11.5K – 331
2022
Q4 		$11.5K Buy
+100
New +$16.1K 0.01% 206

Other funds holding GTLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GTLS Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Chart Industries (GTLS) in Q1 2026, closing a stake of 1,585 shares — an estimated $327K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GTLS in Q4 2022 and held it in 12 quarters. The position peaked at $327K in Q4 2025. 458 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Chart Industries position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,585 Chart Industries shares in Q1 2026, an estimated $327K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Chart Industries in Q4 2022 and held it in 12 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Chart Industries position peaked at $327K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.