Wealth Enhancement Advisory Services
GTLS icon

Wealth Enhancement Advisory Services’s Chart Industries GTLS Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.35M Sell
6,533
-1,562
-19% -$323K ﹤0.01% 1616
2025
Q4 		$1.67M Sell
8,095
-3,859
-32% -$782K ﹤0.01% 1613
2025
Q3 		$2.39M Sell
11,954
-24,471
-67% -$4.65M ﹤0.01% 1337
2025
Q2 		$6.32M Sell
36,425
-3,225
-8% -$474K 0.01% 806
2025
Q1 		$5.72M Buy
39,650
+36,604
+1,202% +$6.74M 0.01% 781
2024
Q4 		$581K Buy
+3,046
New +$489K ﹤0.01% 1880
2024
Q2 		– Sell
-1,786
Closed -$294K – 2650
2024
Q1 		$294K Buy
+1,786
New +$240K ﹤0.01% 1934
2023
Q4 		– Sell
-1,313
Closed -$222K – 2382
2023
Q3 		$222K Buy
+1,313
New +$221K ﹤0.01% 1941

Other funds holding GTLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $761B 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 $134B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return