PWA
GTLS

Provenance Wealth Advisors’s Chart Industries GTLS Stock Holding History

Provenance Wealth Advisors’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
Q2 		– Sell
-5
Closed -$722 – 476
2025
Q1 		$722 Hold
5
– – ﹤0.01% 499
2024
Q4 		$954 Hold
5
– – ﹤0.01% 499
2024
Q3 		$621 Hold
5
– – ﹤0.01% 568
2024
Q2 		$722 Hold
5
– – ﹤0.01% 476
2024
Q1 		$824 Hold
5
– – ﹤0.01% 495
2023
Q4 		$682 Buy
5
+1
+25% +$135 ﹤0.01% 559
2023
Q3 		$676 Buy
+4
New +$673 ﹤0.01% 444

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Provenance Wealth Advisors's GTLS Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Chart Industries (GTLS) in Q2 2025, closing a stake of 5 shares — an estimated $722 sold.

Provenance Wealth Advisors first reported a position in GTLS in Q3 2023 and held it in 7 quarters. The position peaked at $954 in Q4 2024. 552 funds tracked by Wall St. Rank hold GTLS as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Chart Industries position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 5 Chart Industries shares in Q2 2025, an estimated $722.
  • Provenance Wealth Advisors first reported a position in Chart Industries in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's Chart Industries position peaked at $954 in Q4 2024.
  • 552 funds tracked by Wall St. Rank held Chart Industries as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.