Global Retirement Partners’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 Q4	$329K	Buy	1,595 +342	+27%	+$69.3K	0.01%	1190
2025 Q3	$251K	Buy	1,253 +1,177	+1,549%	+$224K	0.01%	1067
2025 Q2	$12.5K	Buy	+76	New	+$11.2K	﹤0.01%	2499
2024 Q4	$17.7K	Buy	93 +75	+417%	+$12K	﹤0.01%	2154
2024 Q3	$2.23K	Sell	18 -68	-79%	-$8.93K	﹤0.01%	2903
2024 Q2	$12.4K	Buy	86 +53	+161%	+$8K	﹤0.01%	2221
2024 Q1	$5.44K	Hold	33	–	–	﹤0.01%	2359
2023 Q4	$4.2K	Sell	33 -116	-78%	-$15.7K	﹤0.01%	2396
2023 Q3	$22.9K	Sell	149 -2	-1%	-$336	﹤0.01%	1588
2023 Q2	$24.1K	Sell	151 -73	-33%	-$9.33K	﹤0.01%	1596
2023 Q1	$26.3K	Sell	224 -4	-2%	-$515	﹤0.01%	1524
2022 Q4	$26.3K	Buy	228 +199	+686%	+$32K	﹤0.01%	1368
2022 Q3	$6K	Sell	29 -3	-9%	-$556	﹤0.01%	1860
2022 Q2	$5K	Sell	32 -12	-27%	-$2.05K	﹤0.01%	1884
2022 Q1	$8K	Buy	+44	New	+$6.18K	﹤0.01%	1706
2019 Q4	–	Sell	-58	Closed	-$4K	–	1659
2019 Q3	$4K	Hold	58	–	–	﹤0.01%	1344
2019 Q2	$4K	Hold	58	–	–	﹤0.01%	1327
2019 Q1	$5K	Hold	58	–	–	﹤0.01%	1238
2018 Q4	$4K	Hold	58	–	–	﹤0.01%	1209
2018 Q3	$5K	Buy	+58	New	+$4.29K	﹤0.01%	1222