OF
GTLS

Optimize Financial’s Chart Industries GTLS Stock Holding History

Optimize Financial’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 		– Sell
-1,609
Closed -$332K – 372
2025
Q4 		$332K Buy
1,609
+20
+1% +$4.05K 0.17% 246
2025
Q3 		$318K Buy
1,589
+250
+19% +$47.5K 0.17% 262
2025
Q2 		$220K Buy
+1,339
New +$197K 0.13% 204
2025
Q1 		– Sell
-1,759
Closed -$336K – 249
2024
Q4 		$336K Buy
+1,759
New +$283K 0.25% 121

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

Optimize Financial's GTLS Position: Q1 2026 in Review

Optimize Financial sold out of Chart Industries (GTLS) in Q1 2026, closing a stake of 1,609 shares — an estimated $332K sold.

Optimize Financial first reported a position in GTLS in Q4 2024 and held it in 4 quarters. The position peaked at $336K in Q4 2024. 458 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

  • Optimize Financial reported no remaining Chart Industries position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,609 Chart Industries shares in Q1 2026, an estimated $332K.
  • Optimize Financial first reported a position in Chart Industries in Q4 2024 and held it in 4 quarters.
  • Optimize Financial's Chart Industries position peaked at $336K in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.