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NewSquare Capital’s Chart Industries GTLS Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-34
Closed -$5.6K – 610
2025
Q2 		$5.6K Buy
34
+23
+209% +$3.38K ﹤0.01% 777
2025
Q1 		$1.59K Buy
+11
New +$2.03K ﹤0.01% 870
2019
Q3 		– Sell
-32
Closed -$2K – 309
2019
Q2 		$2K Hold
32
– – ﹤0.01% 327
2019
Q1 		$3K Hold
32
– – ﹤0.01% 294
2018
Q4 		$2K Hold
32
– – ﹤0.01% 298
2018
Q3 		$3K Buy
+32
New +$2.37K ﹤0.01% 289

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

NewSquare Capital's GTLS Position: Q3 2025 in Review

NewSquare Capital sold out of Chart Industries (GTLS) in Q3 2025, closing a stake of 34 shares — an estimated $5.6K sold.

NewSquare Capital first reported a position in GTLS in Q3 2018 and held it in 6 quarters. The position peaked at $5.6K in Q2 2025. 502 funds tracked by Wall St. Rank hold GTLS as of Q3 2025.

  • NewSquare Capital reported no remaining Chart Industries position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 34 Chart Industries shares in Q3 2025, an estimated $5.6K.
  • NewSquare Capital first reported a position in Chart Industries in Q3 2018 and held it in 6 quarters.
  • NewSquare Capital's Chart Industries position peaked at $5.6K in Q2 2025.
  • 502 funds tracked by Wall St. Rank held Chart Industries as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.