WFA
GTLS

Wellspring Financial Advisors’s Chart Industries GTLS Stock Holding History

Wellspring Financial 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
-1,274
Closed -$255K – 280
2025
Q3 		$255K Hold
1,274
– – 0.02% 136
2025
Q2 		$210K Buy
+1,274
New +$187K 0.02% 160

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

Wellspring Financial Advisors's GTLS Position: Q4 2025 in Review

Wellspring Financial Advisors sold out of Chart Industries (GTLS) in Q4 2025, closing a stake of 1,274 shares — an estimated $255K sold.

Wellspring Financial Advisors first reported a position in GTLS in Q2 2025 and held it in 2 quarters. The position peaked at $255K in Q3 2025. 478 funds tracked by Wall St. Rank hold GTLS as of Q4 2025.

  • Wellspring Financial Advisors reported no remaining Chart Industries position as of Q4 2025 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,274 Chart Industries shares in Q4 2025, an estimated $255K.
  • Wellspring Financial Advisors first reported a position in Chart Industries in Q2 2025 and held it in 2 quarters.
  • Wellspring Financial Advisors's Chart Industries position peaked at $255K in Q3 2025.
  • 478 funds tracked by Wall St. Rank held Chart Industries as of Q4 2025.

Based on Wellspring Financial Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.