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Steward Partners Investment Advisory’s Chart Industries GTLS Stock Holding History

Steward Partners Investment Advisory’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 		$168K Buy
813
+118
+17% +$24.4K ﹤0.01% 2101
2025
Q4 		$143K Sell
695
-143
-17% -$29K ﹤0.01% 2097
2025
Q3 		$168K Buy
838
+204
+32% +$38.8K ﹤0.01% 1957
2025
Q2 		$104K Buy
634
+16
+3% +$2.35K ﹤0.01% 2092
2025
Q1 		$89.2K Sell
618
-254
-29% -$46.8K ﹤0.01% 2078
2024
Q4 		$166K Sell
872
-646
-43% -$104K ﹤0.01% 1715
2024
Q3 		$188K Sell
1,518
-37
-2% -$4.86K ﹤0.01% 1555
2024
Q2 		$224K Buy
1,555
+50
+3% +$7.55K ﹤0.01% 1390
2024
Q1 		$248K Buy
+1,505
New +$202K ﹤0.01% 1340

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