MA
GTLS

Montag & Associates’s Chart Industries GTLS Stock Holding History

Montag & Associates’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
2026
Q2 		$39.7K Sell
190
-303
-61% -$62.9K ﹤0.01% 623
2026
Q1 		$102K Sell
493
-1,121
-69% -$232K ﹤0.01% 499
2025
Q4 		$333K Buy
1,614
+1,608
+26,800% +$326K 0.02% 343
2025
Q3 		$1.2K Buy
+6
New +$1.14K ﹤0.01% 987
2024
Q4 		– Sell
-70
Closed -$8.69K – 1011
2024
Q3 		$8.69K Hold
70
– – ﹤0.01% 822
2024
Q2 		$10.1K Hold
70
– – ﹤0.01% 773
2024
Q1 		$11.5K Hold
70
– – ﹤0.01% 753
2023
Q4 		$9.54K Buy
+70
New +$9.46K ﹤0.01% 777

Other funds holding GTLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCAI
O'Connor Alternative Investments New York $1.37B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Montag & Associates's GTLS Position: Q2 2026 in Review

Montag & Associates reduced its Chart Industries (GTLS) stake by 61% in Q2 2026, selling an estimated $62.9K and leaving 190 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Montag & Associates first reported a position in GTLS in Q4 2023 and has held it in 8 quarters since. The position peaked at $333K in Q4 2025. 432 funds tracked by Wall St. Rank hold GTLS as of Q2 2026.

  • Montag & Associates held 190 shares of Chart Industries worth $39.7K as of Q2 2026.
  • Montag & Associates sold 303 Chart Industries shares in Q2 2026, an estimated $62.9K.
  • Chart Industries made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #623 holding.
  • Montag & Associates first reported a position in Chart Industries in Q4 2023 and has held it in 8 quarters since.
  • Montag & Associates's Chart Industries position peaked at $333K in Q4 2025.
  • 432 funds tracked by Wall St. Rank held Chart Industries as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.