Goelzer Investment Management, Inc. GTLS — CHART INDS INC

Ownership history in Goelzer Investment Management, Inc.  ·  34 quarters on record

AI Ownership Summary

Goelzer Investment Management, Inc. reported CHART INDS INC (GTLS) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows GTLS at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GTLS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Goelzer Investment Management, Inc.'s position in CHART INDS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GTLS was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GTLS stock page Goelzer Investment Management, Inc. fund profile Goelzer Investment Management, Inc. full holdings
How Goelzer Investment Management, Inc. held GTLS — position size vs. price
% of Fund (quarterly)    GTLS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,595 — 0% 0.02% $330K 2026-04-09 $207.89
2025 Q4 UNCHANGED — — — 1,595 — 0% 0.02% $329K 2026-01-14 $206.94
2025 Q3 UNCHANGED — — — 1,595 — 0% 0.02% $319K 2025-10-14 $200.12
2025 Q2 REDUCED 17.9% +21.4% ❌ 1,595 -347 -17.9% 0.01% $263K 2025-07-09 $168.82
2025 Q1 UNCHANGED — — — 1,942 — 0% 0.02% $371K 2025-04-23 $127.56
2024 Q4 UNCHANGED — — — 1,942 — 0% 0.02% $371K 2025-01-21 $218.35
2024 Q3 REDUCED 8.8% +53.5% ❌ 1,942 -187 -8.8% 0.01% $241K 2024-10-04 $123.81
2024 Q2 UNCHANGED — — — 2,129 — 0% 0.02% $307K 2024-08-09 $111.82
2024 Q1 UNCHANGED — — — 2,129 — 0% 0.02% $351K 2024-05-02 $145.00
2023 Q4 ADDED — — — 2,129 +236 +12.5% 0.02% $290K 2024-02-08 $118.72
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GTLS

As of 2026 Q1 — sorted by position size

SYQUANT CAPITAL SAS 3Y 24.36% One68 Global Capital, LLC 3Y 7Y 14.47% Slotnik Capital, LLC 13.41% Birnam Oak Advisors, LP 9.33% PSquared Asset Management AG 3Y 7Y 8.45% Kryger Capital LLC 8.04% Vazirani Asset Management LLC 3Y 7.15% First Trust Capital Management L.P. 3Y 7Y 6.86% Chicago Capital Management, LLC 3Y 7Y 6.85% Nixon Capital, LLC 3Y 5.89%

FAQ About Goelzer Investment Management, Inc. and GTLS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Goelzer Investment Management, Inc. reported owning GTLS?

Goelzer Investment Management, Inc. reported GTLS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GTLS position in Goelzer Investment Management, Inc.'s portfolio?

The largest reported portfolio weight for GTLS was 0.02% in 2025 Q1.

What is the latest reported GTLS position on this page?

The most recent filing on this page is 2026 Q1, when Goelzer Investment Management, Inc. reported 1,595 shares, equal to 0.02% of portfolio, with an estimated market value of $330K.

What does the chart on this GTLS ownership page compare?

The chart compares Goelzer Investment Management, Inc.'s quarterly GTLS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Goelzer Investment Management, Inc. time their GTLS position?

Based on 13F filing dates vs. subsequent GTLS price moves, Goelzer Investment Management, Inc. correctly timed 11 out of 22 reported position changes (50%). The annualised alpha on GTLS relative to SPY over the holding period was -58.0%.

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