PWPS
GTLS icon

Pinnacle Wealth Planning Services’s Chart Industries GTLS Stock Holding History

Pinnacle Wealth Planning Services’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 		$20.3K Sell
98
-8
-8% -$1.66K ﹤0.01% 1690
2025
Q4 		$21.9K Buy
+106
New +$21.5K ﹤0.01% 1674
2024
Q2 		– Sell
-1,250
Closed -$206K – 534
2024
Q1 		$206K Buy
+1,250
New +$168K 0.03% 421
2023
Q4 		– Sell
-1,548
Closed -$262K – 500
2023
Q3 		$262K Buy
+1,548
New +$260K 0.04% 286
2021
Q1 		– Sell
-131
Closed -$16K – 1012
2020
Q4 		$16K Buy
+131
New +$12.6K ﹤0.01% 1236

Other funds holding GTLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $761B 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 $134B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return