PS
GTLS

Planned Solutions’s Chart Industries GTLS Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-200
Closed -$24.8K – 321
2024
Q3 		$24.8K Buy
+200
New +$26.3K 0.01% 368
2024
Q1 		– Sell
-50
Closed -$6.82K – 270
2023
Q4 		$6.82K Buy
+50
New +$6.76K ﹤0.01% 455
2021
Q1 		– Sell
-100
Closed -$12K – 200
2020
Q4 		$12K Buy
+100
New +$9.66K 0.01% 320

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Planned Solutions's GTLS Position: Q4 2024 in Review

Planned Solutions sold out of Chart Industries (GTLS) in Q4 2024, closing a stake of 200 shares — an estimated $24.8K sold.

Planned Solutions first reported a position in GTLS in Q4 2020 and held it in 3 quarters. The position peaked at $24.8K in Q3 2024. 527 funds tracked by Wall St. Rank hold GTLS as of Q4 2024.

  • Planned Solutions reported no remaining Chart Industries position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 200 Chart Industries shares in Q4 2024, an estimated $24.8K.
  • Planned Solutions first reported a position in Chart Industries in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's Chart Industries position peaked at $24.8K in Q3 2024.
  • 527 funds tracked by Wall St. Rank held Chart Industries as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.