FFM
GTLS

Forum Financial Management’s Chart Industries GTLS Stock Holding History

Forum Financial 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 		– Sell
-1,795
Closed -$370K – 616
2025
Q4 		$370K Hold
1,795
– – ﹤0.01% 634
2025
Q3 		$359K Buy
1,795
+1
+0.1% +$190 ﹤0.01% 634
2025
Q2 		$295K Buy
1,794
+119
+7% +$17.5K ﹤0.01% 679
2025
Q1 		$242K Buy
+1,675
New +$308K ﹤0.01% 713

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

Forum Financial Management's GTLS Position: Q1 2026 in Review

Forum Financial Management sold out of Chart Industries (GTLS) in Q1 2026, closing a stake of 1,795 shares — an estimated $370K sold.

Forum Financial Management first reported a position in GTLS in Q1 2025 and held it in 4 quarters. The position peaked at $370K in Q4 2025. 458 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

  • Forum Financial Management reported no remaining Chart Industries position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,795 Chart Industries shares in Q1 2026, an estimated $370K.
  • Forum Financial Management first reported a position in Chart Industries in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's Chart Industries position peaked at $370K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.