SFA
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Sequoia Financial Advisors’s Chart Industries GTLS Stock Holding History

Sequoia Financial 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
2026
Q1 		$388K Buy
1,875
+8
+0.4% +$1.66K ﹤0.01% 1416
2025
Q4 		$385K Buy
1,867
+751
+67% +$152K ﹤0.01% 1425
2025
Q3 		$223K Buy
+1,116
New +$212K ﹤0.01% 1572
2025
Q2 		– Sell
-10,454
Closed -$1.51M – 1610
2025
Q1 		$1.51M Buy
10,454
+574
+6% +$106K 0.01% 501
2024
Q4 		$1.89M Buy
9,880
+379
+4% +$60.9K 0.02% 420
2024
Q3 		$1.18M Sell
9,501
-3,913
-29% -$514K 0.01% 499
2024
Q2 		$1.94M Buy
13,414
+401
+3% +$60.5K 0.02% 333
2024
Q1 		$2.14M Sell
13,013
-1,023
-7% -$137K 0.03% 311
2023
Q4 		$1.91M Buy
+14,036
New +$1.9M 0.02% 359

Other funds holding GTLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $761B 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 $134B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return