SWP
GTLS

Strategic Wealth Partners’s Chart Industries GTLS Stock Holding History

Strategic Wealth 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
Q1 		$5.79K Sell
28
-40
-59% -$8.28K ﹤0.01% 1011
2025
Q4 		$14K Hold
68
– – ﹤0.01% 793
2025
Q3 		$13.6K Buy
+68
New +$12.9K ﹤0.01% 828

Other funds holding GTLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $871B 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 $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Strategic Wealth Partners's GTLS Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Chart Industries (GTLS) stake by 59% in Q1 2026, selling an estimated $8.28K and leaving 28 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Strategic Wealth Partners first reported a position in GTLS in Q3 2025 and has held it in 3 quarters since. The position peaked at $14K in Q4 2025. 458 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

  • Strategic Wealth Partners held 28 shares of Chart Industries worth $5.79K as of Q1 2026.
  • Strategic Wealth Partners sold 40 Chart Industries shares in Q1 2026, an estimated $8.28K.
  • Chart Industries made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1011 holding.
  • Strategic Wealth Partners first reported a position in Chart Industries in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Chart Industries position peaked at $14K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.