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GTLS

Root Financial Partners’s Chart Industries GTLS Stock Holding History

Root Financial Partners’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 		$18.4K Buy
89
+6
+7% +$1.24K ﹤0.01% 1362
2025
Q4 		$17.1K Sell
83
-1
-1% -$203 ﹤0.01% 1252
2025
Q3 		$16.8K Buy
+84
New +$16K ﹤0.01% 1202

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

Root Financial Partners's GTLS Position: Q1 2026 in Review

Root Financial Partners increased its Chart Industries (GTLS) stake by 7.2% in Q1 2026, buying an estimated $1.24K and bringing the position to 89 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Root Financial Partners first reported a position in GTLS in Q3 2025 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

  • Root Financial Partners held 89 shares of Chart Industries worth $18.4K as of Q1 2026.
  • Root Financial Partners bought 6 Chart Industries shares in Q1 2026, an estimated $1.24K.
  • Chart Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1362 holding.
  • Root Financial Partners first reported a position in Chart Industries in Q3 2025 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.