SRA
GTLS

Secured Retirement Advisors’s Chart Industries GTLS Stock Holding History

Secured Retirement 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
Q1 		– Sell
-8,509
Closed -$1.62M – 134
2024
Q4 		$1.62M Sell
8,509
-294
-3% -$47.2K 0.93% 40
2024
Q3 		$1.09M Buy
8,803
+3,398
+63% +$446K 0.79% 49
2024
Q2 		$780K Buy
+5,405
New +$816K 0.61% 56

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
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
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

Secured Retirement Advisors's GTLS Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Chart Industries (GTLS) in Q1 2025, closing a stake of 8,509 shares — an estimated $1.62M sold.

Secured Retirement Advisors first reported a position in GTLS in Q2 2024 and held it in 3 quarters. The position peaked at $1.62M in Q4 2024. 549 funds tracked by Wall St. Rank hold GTLS as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Chart Industries position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 8,509 Chart Industries shares in Q1 2025, an estimated $1.62M.
  • Secured Retirement Advisors first reported a position in Chart Industries in Q2 2024 and held it in 3 quarters.
  • Secured Retirement Advisors's Chart Industries position peaked at $1.62M in Q4 2024.
  • 549 funds tracked by Wall St. Rank held Chart Industries as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.