WWM
GTLS

Whalen Wealth Management’s Chart Industries GTLS Stock Holding History

Whalen Wealth Management’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
Q3 		– Sell
-1,562
Closed -$257K – 214
2025
Q2 		$257K Buy
+1,562
New +$229K 0.16% 164
2025
Q1 		– Sell
-2,414
Closed -$461K – 146
2024
Q4 		$461K Buy
+2,414
New +$388K 0.32% 67

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Whalen Wealth Management's GTLS Position: Q3 2025 in Review

Whalen Wealth Management sold out of Chart Industries (GTLS) in Q3 2025, closing a stake of 1,562 shares — an estimated $257K sold.

Whalen Wealth Management first reported a position in GTLS in Q4 2024 and held it in 2 quarters. The position peaked at $461K in Q4 2024. 502 funds tracked by Wall St. Rank hold GTLS as of Q3 2025.

  • Whalen Wealth Management reported no remaining Chart Industries position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,562 Chart Industries shares in Q3 2025, an estimated $257K.
  • Whalen Wealth Management first reported a position in Chart Industries in Q4 2024 and held it in 2 quarters.
  • Whalen Wealth Management's Chart Industries position peaked at $461K in Q4 2024.
  • 502 funds tracked by Wall St. Rank held Chart Industries as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.