Venturi Wealth Management’s Chart Industries GTLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$237K Sell
1,134
-28
-2% -$5.82K 0.01% 563
2026
Q1
$240K Buy
1,162
+16
+1% +$3.31K 0.01% 528
2025
Q4
$236K Buy
1,146
+12
+1% +$2.43K 0.01% 510
2025
Q3
$227K Buy
+1,134
New +$216K 0.01% 515
2025
Q1
Sell
-1,134
Closed -$216K 1108
2024
Q4
$216K Buy
1,134
+1,087
+2,313% +$175K 0.01% 526
2024
Q3
$5.83K Buy
+47
New +$6.17K ﹤0.01% 1351

Other funds holding GTLS

Venturi Wealth Management's GTLS Position: Q2 2026 in Review

Venturi Wealth Management reduced its Chart Industries (GTLS) stake by 2.4% in Q2 2026, selling an estimated $5.82K and leaving 1,134 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #563.

Venturi Wealth Management first reported a position in GTLS in Q3 2024 and has held it in 6 quarters since. The position peaked at $240K in Q1 2026. 47 funds tracked by Wall St. Rank hold GTLS as of Q2 2026.

  • Venturi Wealth Management held 1,134 shares of Chart Industries worth $237K as of Q2 2026.
  • Venturi Wealth Management sold 28 Chart Industries shares in Q2 2026, an estimated $5.82K.
  • Chart Industries made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #563 holding.
  • Venturi Wealth Management first reported a position in Chart Industries in Q3 2024 and has held it in 6 quarters since.
  • Venturi Wealth Management's Chart Industries position peaked at $240K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Chart Industries as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.