Ownership history in AE Wealth Management LLC · 4 quarters on record
This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in CHART INDS INC (GTLS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 1,714 | +221 | +14.8% | 0.00% | $343K | $200.15 |
| 2025 Q2 | REDUCED | 1,493 | -80 | -5.1% | 0.00% | $246K | $164.65 |
| 2025 Q1 | ADDED | 1,573 | +240 | +18.0% | 0.00% | $227K | $144.36 |
| 2023 Q2 | INITIATED | 1,333 | — | — | 0.00% | $213K | $159.79 |
As of 2025 Q4 — sorted by position size