SWGC
GTLS

Summit Wealth Group (Colorado)’s Chart Industries GTLS Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-134,207
Closed -$4.12M – 337
2025
Q3 		$4.12M Buy
+134,207
New +$25.5M 0.64% 28

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group (Colorado)'s GTLS Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Chart Industries (GTLS) in Q4 2025, closing a stake of 134,207 shares — an estimated $4.12M sold.

Summit Wealth Group (Colorado) first reported a position in GTLS in Q3 2025 and held it in 1 quarter. The position peaked at $4.12M in Q3 2025. 478 funds tracked by Wall St. Rank hold GTLS as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Chart Industries position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 134,207 Chart Industries shares in Q4 2025, an estimated $4.12M.
  • Summit Wealth Group (Colorado) first reported a position in Chart Industries in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Chart Industries position peaked at $4.12M in Q3 2025.
  • 478 funds tracked by Wall St. Rank held Chart Industries as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.