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	–	1011
2020 Q4	$16K	Buy	+131	New	+$12.6K	﹤0.01%	1236

Other funds holding GTLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Pinnacle Wealth Planning Services's GTLS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Chart Industries (GTLS) stake by 7.5% in Q1 2026, selling an estimated $1.66K and leaving 98 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Pinnacle Wealth Planning Services first reported a position in GTLS in Q4 2020 and has held it in 5 quarters since. The position peaked at $262K in Q3 2023. 458 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

Pinnacle Wealth Planning Services held 98 shares of Chart Industries worth $20.3K as of Q1 2026.
Pinnacle Wealth Planning Services sold 8 Chart Industries shares in Q1 2026, an estimated $1.66K.
Chart Industries made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1690 holding.
Pinnacle Wealth Planning Services first reported a position in Chart Industries in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Chart Industries position peaked at $262K in Q3 2023.
458 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.