WWA
GTLS

Wingate Wealth Advisors’s Chart Industries GTLS Stock Holding History

Wingate Wealth 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
Q1 		– Sell
-293
Closed -$55.8K – 223
2024
Q4 		$55.8K Buy
+293
New +$47.1K 0.05% 201

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

Wingate Wealth Advisors's GTLS Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Chart Industries (GTLS) in Q1 2025, closing a stake of 293 shares — an estimated $55.8K sold.

Wingate Wealth Advisors first reported a position in GTLS in Q4 2024 and held it in 1 quarter. The position peaked at $55.8K in Q4 2024. 549 funds tracked by Wall St. Rank hold GTLS as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Chart Industries position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 293 Chart Industries shares in Q1 2025, an estimated $55.8K.
  • Wingate Wealth Advisors first reported a position in Chart Industries in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Chart Industries position peaked at $55.8K in Q4 2024.
  • 549 funds tracked by Wall St. Rank held Chart Industries as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.