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
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 $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Montag & Associates's GTLS Position: Q1 2026 in Review

Montag & Associates reduced its Chart Industries (GTLS) stake by 69% in Q1 2026, selling an estimated $232K and leaving 493 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Montag & Associates first reported a position in GTLS in Q4 2023 and has held it in 7 quarters since. The position peaked at $333K in Q4 2025. 458 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

  • Montag & Associates held 493 shares of Chart Industries worth $102K as of Q1 2026.
  • Montag & Associates sold 1,121 Chart Industries shares in Q1 2026, an estimated $232K.
  • Chart Industries made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #499 holding.
  • Montag & Associates first reported a position in Chart Industries in Q4 2023 and has held it in 7 quarters since.
  • Montag & Associates's Chart Industries position peaked at $333K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.