WA
GTLS

Waverly Advisors’s Chart Industries GTLS Stock Holding History

Waverly Advisors’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
-51,168
Closed -$10.2M – 1498
2025
Q3 		$10.2M Buy
51,168
+10,849
+27% +$2.06M 0.1% 199
2025
Q2 		$6.64M Buy
40,319
+59
+0.1% +$8.67K 0.07% 254
2025
Q1 		$5.81M Buy
+40,260
New +$7.41M 0.07% 262
2015
Q1 		– Sell
-145
Closed -$5K – 375
2014
Q4 		$5K Sell
145
-62
-30% -$2.59K ﹤0.01% 370
2014
Q3 		$13K Buy
207
+145
+234% +$10.3K 0.01% 416
2014
Q2 		$5K Sell
62
-2
-3% -$151 ﹤0.01% 582
2014
Q1 		$5K Buy
64
+16
+33% +$1.38K ﹤0.01% 548
2013
Q4 		$5K Buy
+48
New +$5.05K ﹤0.01% 671

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

Waverly Advisors's GTLS Position: Q4 2025 in Review

Waverly Advisors sold out of Chart Industries (GTLS) in Q4 2025, closing a stake of 51,168 shares — an estimated $10.2M sold.

Waverly Advisors first reported a position in GTLS in Q4 2013 and held it in 8 quarters. The position peaked at $10.2M in Q3 2025. 478 funds tracked by Wall St. Rank hold GTLS as of Q4 2025.

  • Waverly Advisors reported no remaining Chart Industries position as of Q4 2025 after selling out during the quarter.
  • Waverly Advisors sold 51,168 Chart Industries shares in Q4 2025, an estimated $10.2M.
  • Waverly Advisors first reported a position in Chart Industries in Q4 2013 and held it in 8 quarters.
  • Waverly Advisors's Chart Industries position peaked at $10.2M in Q3 2025.
  • 478 funds tracked by Wall St. Rank held Chart Industries as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.