GWM
GTLS icon

Geneos Wealth Management’s Chart Industries GTLS Stock Holding History

Geneos 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
2025
Q3 		– Sell
-323
Closed -$53.2K – 2777
2025
Q2 		$53.2K Sell
323
-45
-12% -$6.61K ﹤0.01% 1533
2025
Q1 		$75.6K Buy
368
+141
+62% +$26K ﹤0.01% 1702
2024
Q4 		$43.3K Sell
227
-26
-10% -$4.18K ﹤0.01% 1373
2024
Q3 		$31.4K Buy
253
+203
+406% +$26.7K ﹤0.01% 1372
2024
Q2 		$7.22K Hold
50
– – ﹤0.01% 1631
2024
Q1 		$8.24K Buy
+50
New +$6.71K ﹤0.01% 1588
2021
Q2 		– Sell
-38
Closed -$6K – 2958
2021
Q1 		$6K Buy
+38
New +$5.37K ﹤0.01% 2591

Other funds holding GTLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return