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LWM Advisory Services’s Chart Industries GTLS Stock Holding History

LWM 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
Q1 		– Sell
-2,005
Closed -$383K – 98
2024
Q4 		$383K Sell
2,005
-56
-3% -$9K 0.27% 68
2024
Q3 		$256K Buy
2,061
+659
+47% +$86.5K 0.19% 82
2024
Q2 		$202K Sell
1,402
-70
-5% -$10.6K 0.17% 79
2024
Q1 		$242K Buy
+1,472
New +$198K 0.19% 81
2023
Q4 		– Sell
-2,240
Closed -$379K – 110
2023
Q3 		$379K Sell
2,240
-445
-17% -$74.8K 0.41% 49
2023
Q2 		$429K Hold
2,685
– – 0.45% 39
2023
Q1 		$337K Buy
+2,685
New +$346K 0.36% 58

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

LWM Advisory Services's GTLS Position: Q1 2025 in Review

LWM Advisory Services sold out of Chart Industries (GTLS) in Q1 2025, closing a stake of 2,005 shares — an estimated $383K sold.

LWM Advisory Services first reported a position in GTLS in Q1 2023 and held it in 7 quarters. The position peaked at $429K in Q2 2023. 549 funds tracked by Wall St. Rank hold GTLS as of Q1 2025.

  • LWM Advisory Services reported no remaining Chart Industries position as of Q1 2025 after selling out during the quarter.
  • LWM Advisory Services sold 2,005 Chart Industries shares in Q1 2025, an estimated $383K.
  • LWM Advisory Services first reported a position in Chart Industries in Q1 2023 and held it in 7 quarters.
  • LWM Advisory Services's Chart Industries position peaked at $429K in Q2 2023.
  • 549 funds tracked by Wall St. Rank held Chart Industries as of Q1 2025.

Based on LWM Advisory Services's 13F filing for Q1 2025, filed 13 May 2025.