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SVB Wealth’s Chart Industries GTLS Stock Holding History

SVB Wealth’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
Q2 		– Sell
-207
Closed -$29.9K – 986
2025
Q1 		$29.9K Buy
+207
New +$38.1K ﹤0.01% 664
2023
Q4 		– Sell
-1,634
Closed -$276K – 908
2023
Q3 		$276K Buy
1,634
+144
+10% +$24.2K 0.01% 637
2023
Q2 		$238K Buy
+1,490
New +$190K ﹤0.01% 758

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

SVB Wealth's GTLS Position: Q2 2025 in Review

SVB Wealth sold out of Chart Industries (GTLS) in Q2 2025, closing a stake of 207 shares — an estimated $29.9K sold.

SVB Wealth first reported a position in GTLS in Q2 2023 and held it in 3 quarters. The position peaked at $276K in Q3 2023. 552 funds tracked by Wall St. Rank hold GTLS as of Q2 2025.

  • SVB Wealth reported no remaining Chart Industries position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 207 Chart Industries shares in Q2 2025, an estimated $29.9K.
  • SVB Wealth first reported a position in Chart Industries in Q2 2023 and held it in 3 quarters.
  • SVB Wealth's Chart Industries position peaked at $276K in Q3 2023.
  • 552 funds tracked by Wall St. Rank held Chart Industries as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.