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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
Q2 		– Sell
-89
Closed -$18.4K – 1570
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 $6.73T AUM 46.02% 1-Year Est. Return
OCAI
O'Connor Alternative Investments New York $1.37B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Root Financial Partners's GTLS Position: Q2 2026 in Review

Root Financial Partners sold out of Chart Industries (GTLS) in Q2 2026, closing a stake of 89 shares — an estimated $18.4K sold.

Root Financial Partners first reported a position in GTLS in Q3 2025 and held it in 3 quarters. The position peaked at $18.4K in Q1 2026. 432 funds tracked by Wall St. Rank hold GTLS as of Q2 2026.

  • Root Financial Partners reported no remaining Chart Industries position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 89 Chart Industries shares in Q2 2026, an estimated $18.4K.
  • Root Financial Partners first reported a position in Chart Industries in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Chart Industries position peaked at $18.4K in Q1 2026.
  • 432 funds tracked by Wall St. Rank held Chart Industries as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.