GWM
GTLS

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

Geneos Wealth Management's GTLS Position: Q3 2025 in Review

Geneos Wealth Management sold out of Chart Industries (GTLS) in Q3 2025, closing a stake of 323 shares — an estimated $53.2K sold.

Geneos Wealth Management first reported a position in GTLS in Q1 2021 and held it in 7 quarters. The position peaked at $75.6K in Q1 2025. 502 funds tracked by Wall St. Rank hold GTLS as of Q3 2025.

  • Geneos Wealth Management reported no remaining Chart Industries position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 323 Chart Industries shares in Q3 2025, an estimated $53.2K.
  • Geneos Wealth Management first reported a position in Chart Industries in Q1 2021 and held it in 7 quarters.
  • Geneos Wealth Management's Chart Industries position peaked at $75.6K in Q1 2025.
  • 502 funds tracked by Wall St. Rank held Chart Industries as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.