GFPC
GTLS

Global Financial Private Client’s Chart Industries GTLS Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-4
Closed -$577 – 779
2025
Q1 		$577 Buy
4
+2
+100% +$368 ﹤0.01% 1229
2024
Q4 		$382 Buy
+2
New +$321 ﹤0.01% 1039
2020
Q4 		– Sell
-223
Closed -$16.1K – 574
2020
Q3 		$16.1K Hold
223
– – 0.01% 277
2020
Q2 		$10.5K Hold
223
– – 0.01% 334
2020
Q1 		$5.89K Buy
+223
New +$12.1K 0.01% 386

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Global Financial Private Client's GTLS Position: Q2 2025 in Review

Global Financial Private Client sold out of Chart Industries (GTLS) in Q2 2025, closing a stake of 4 shares — an estimated $577 sold.

Global Financial Private Client first reported a position in GTLS in Q1 2020 and held it in 5 quarters. The position peaked at $16.1K in Q3 2020. 552 funds tracked by Wall St. Rank hold GTLS as of Q2 2025.

  • Global Financial Private Client reported no remaining Chart Industries position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 Chart Industries shares in Q2 2025, an estimated $577.
  • Global Financial Private Client first reported a position in Chart Industries in Q1 2020 and held it in 5 quarters.
  • Global Financial Private Client's Chart Industries position peaked at $16.1K in Q3 2020.
  • 552 funds tracked by Wall St. Rank held Chart Industries as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.