GeoWealth Management’s Chart Industries GTLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-35
Closed -$6.68K 1372
2024
Q4
$6.68K Buy
35
+1
+3% +$161 ﹤0.01% 1527
2024
Q3
$4.22K Buy
+34
New +$4.46K ﹤0.01% 1470

Other funds holding GTLS

GeoWealth Management's GTLS Position: Q1 2025 in Review

GeoWealth Management sold out of Chart Industries (GTLS) in Q1 2025, closing a stake of 35 shares — an estimated $6.68K sold.

GeoWealth Management first reported a position in GTLS in Q3 2024 and held it in 2 quarters. The position peaked at $6.68K in Q4 2024. 549 funds tracked by Wall St. Rank hold GTLS as of Q1 2025.

  • GeoWealth Management reported no remaining Chart Industries position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 35 Chart Industries shares in Q1 2025, an estimated $6.68K.
  • GeoWealth Management first reported a position in Chart Industries in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Chart Industries position peaked at $6.68K in Q4 2024.
  • 549 funds tracked by Wall St. Rank held Chart Industries as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.