SageView Advisory Group’s Chart Industries GTLS Stock Holding History

SageView Advisory Group’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	–	Sell	-36	Closed	-$7.42K	–	1337
2025 Q4	$7.42K	Buy	+36	New	+$7.29K	﹤0.01%	1826

Other funds holding GTLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

OCAI

O'Connor Alternative Investments New York $1.37B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SageView Advisory Group's GTLS Position: Q1 2026 in Review

SageView Advisory Group sold out of Chart Industries (GTLS) in Q1 2026, closing a stake of 36 shares — an estimated $7.42K sold.

SageView Advisory Group first reported a position in GTLS in Q4 2025 and held it in 1 quarter. The position peaked at $7.42K in Q4 2025. 462 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

SageView Advisory Group reported no remaining Chart Industries position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 36 Chart Industries shares in Q1 2026, an estimated $7.42K.
SageView Advisory Group first reported a position in Chart Industries in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Chart Industries position peaked at $7.42K in Q4 2025.
462 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.