Morningstar Investment Management’s Chart Industries 6.75% Series B Preferred Stock GTLS.PRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-8,900
Closed -$632K 383
2025
Q3
$632K Buy
+8,900
New +$611K 0.02% 409

Morningstar Investment Management's GTLS.PRB Position: Q4 2025 in Review

Morningstar Investment Management sold out of Chart Industries 6.75% Series B Preferred Stock (GTLS.PRB) in Q4 2025, closing a stake of 8,900 shares — an estimated $632K sold.

Morningstar Investment Management first reported a position in GTLS.PRB in Q3 2025 and held it in 1 quarter. The position peaked at $632K in Q3 2025. 0 funds tracked by Wall St. Rank hold GTLS.PRB as of Q4 2025.

  • Morningstar Investment Management reported no remaining Chart Industries 6.75% Series B Preferred Stock position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 8,900 Chart Industries 6.75% Series B Preferred Stock shares in Q4 2025, an estimated $632K.
  • Morningstar Investment Management first reported a position in Chart Industries 6.75% Series B Preferred Stock in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Chart Industries 6.75% Series B Preferred Stock position peaked at $632K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held Chart Industries 6.75% Series B Preferred Stock as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.