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Legacy Advisory Services’s Chart Industries GTLS Stock Holding History

Legacy Advisory Services’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
-2,291
Closed -$331K – 47
2025
Q1 		$331K Buy
+2,291
New +$422K 0.28% 40

Other funds holding GTLS

BlackRock
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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

Legacy Advisory Services's GTLS Position: Q2 2025 in Review

Legacy Advisory Services sold out of Chart Industries (GTLS) in Q2 2025, closing a stake of 2,291 shares — an estimated $331K sold.

Legacy Advisory Services first reported a position in GTLS in Q1 2025 and held it in 1 quarter. The position peaked at $331K in Q1 2025. 552 funds tracked by Wall St. Rank hold GTLS as of Q2 2025.

  • Legacy Advisory Services reported no remaining Chart Industries position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisory Services sold 2,291 Chart Industries shares in Q2 2025, an estimated $331K.
  • Legacy Advisory Services first reported a position in Chart Industries in Q1 2025 and held it in 1 quarter.
  • Legacy Advisory Services's Chart Industries position peaked at $331K in Q1 2025.
  • 552 funds tracked by Wall St. Rank held Chart Industries as of Q2 2025.

Based on Legacy Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.