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Chart Industries shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Chart Industries (GTLS) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in Chart Industries

Tip: Access up to 7 years of quarterly data

All positions including Chart Industries held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chart Industries by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 1.3k 200.15
2025-06-30 $210k 1.3k 164.65

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Technology Select Sector Spdr Technology (XLK)
Apple (AAPL)

View all positions for Wellspring Financial Advisors

Top funds holding Chart Industries

BlackRock
Vanguard Group
State Street Corporation
Fil
Invesco
Dimensional Fund Advisors
Geode Capital Management
Balyasny Asset Management
Morgan Stanley
Millennium Management
FMR
Goldman Sachs Group
Neuberger Berman Group
UBS Group
Perpetual

View all funds holding Chart Industries