Chart Industries, Inc.
US ˙ NYSE ˙ US16115Q3083

SecurityGTLS / Chart Industries, Inc.
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership4,706 shares
Latest Disclosed Value $ 972,966
Sheets Smith Wealth Management reports 32.53% decrease in ownership of GTLS / Chart Industries, Inc.

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 4,706 shares of Chart Industries, Inc. (US:GTLS) valued at $972,966 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 6,975 shares of Chart Industries, Inc.. This represents a change in shares of -32.53% during the quarter. The current value of the position is $975,554 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-16 2026-03-31 13F CHART INDS COM 16115Q308 4,706 -2,269 -32.53 973 -32.41 0.1095
2026-01-20 2025-12-31 13F CHART INDS COM 16115Q308 6,975 -2,445 -25.96 1,438 -23.71 0.1578
2025-10-16 2025-09-30 13F CHART INDS COM 16115Q308 9,420 -2,952 -23.86 1,885 -7.46 0.2134
2025-07-15 2025-06-30 13F CHART INDS COM 16115Q308 12,372 596 5.06 2,037 19.89 0.2383
2025-04-23 2025-03-31 13F CHART INDS COM 16115Q308 11,776 164 1.41 1,700 -23.33 0.2112
2025-01-17 2024-12-31 13F CHART INDS COM 16115Q308 11,612 3,223 38.42 2,216 112.87 0.2705
2024-11-01 2024-09-30 13F CHART INDS COM 16115Q308 8,389 457 5.76 1,041 -9.00 0.1274
2024-07-30 2024-06-30 13F CHART INDS COM 16115Q308 7,932 160 2.06 1,145 -10.62 0.1369
2024-05-08 2024-03-31 13F CHART INDS COM 16115Q308 7,772 -306 -3.79 1,280 16.26 0.1433
2024-02-06 2023-12-31 13F CHART INDS COM 16115Q308 8,078 254 3.25 1,101 -16.78 0.1567
2023-10-23 2023-09-30 13F CHART INDS COM 16115Q308 7,824 116 1.50 1,323 7.47 0.2015
2023-08-09 2023-06-30 13F CHART INDS COM 16115Q308 7,708 1,504 24.24 1,232 58.43 0.1800
2023-05-26 2023-03-31 13F/A-1 CHART INDS COM 16115Q308 6,204 1,067 20.77 778 31.47 0.1189
2023-05-12 2023-03-31 13F CHART INDS COM 16115Q308 125 -5,012 778 0.1191
2023-03-08 2022-12-31 13F CHART INDS COM 16115Q308 5,137 -2,566 -33.31 592 -58.38 0.0926
2022-11-01 2022-09-30 13F CHART INDS COM 16115Q308 7,703 1,823 31.00 1,420 44.31 0.2371
2022-07-27 2022-06-30 13F CHART INDS COM 16115Q308 5,880 0 0.00 984 -2.57 0.1620
2022-05-02 2022-03-31 13F CHART INDS COM 16115Q308 5,880 -1,087 -15.60 1,010 -9.09 0.1392
2022-01-20 2021-12-31 13F CHART INDS COM 16115Q308 6,967 18 0.26 1,111 -16.34 0.1379
2021-10-15 2021-09-30 13F CHART INDS COM 16115Q308 6,949 -90 -1.28 1,328 28.93 0.1802
2021-08-03 2021-06-30 13F CHART INDS COM 16115Q308 7,039 0 0.00 1,030 2.79 0.1388
2021-04-23 2021-03-31 13F CHART INDS COM 16115Q308 7,039 0 0.00 1,002 20.87 0.1474
2021-01-13 2020-12-31 13F CHART INDS COM PAR $0.01 16115Q308 7,039 373 5.60 829 77.14 0.1253
2020-10-26 2020-09-30 13F CHART INDS COM PAR $0.01 16115Q308 6,666 0 0.00 468 44.89 0.0814
2020-07-17 2020-06-30 13F CHART INDS COM PAR $0.01 16115Q308 6,666 6,666 323 0.0646
2020-04-28 2020-03-31 13F CHART INDS COM PAR $0.01 16115Q308 0 -4,476 -100.00 0 -100.00
2020-01-24 2019-12-31 13F CHART INDS COM PAR $0.01 16115Q308 4,476 -210 -4.48 302 3.42 0.0577
2019-10-28 2019-09-30 13F CHART INDS COM PAR $0.01 16115Q308 4,686 -8,096 -63.34 292 -70.30 0.0600
2019-07-12 2019-06-30 13F CHART INDS COM PAR $0.01 16115Q308 12,782 -7 -0.05 983 -15.11 0.2018
2019-05-13 2019-03-31 13F CHART INDS COM PAR $0.01 16115Q308 12,789 -912 -6.66 1,158 29.97 0.2507
2019-01-11 2018-12-31 13F CHART INDS COM PAR $0.01 16115Q308 13,701 -193 -1.39 891 -18.11 0.2401
2018-10-15 2018-09-30 13F CHART INDS COM PAR $0.01 16115Q308 13,894 137 1.00 1,088 28.15 0.2252
2018-07-26 2018-06-30 13F CHART INDS COM PAR $0.01 16115Q308 13,757 8,592 166.35 849 178.36 0.1987
2018-04-09 2018-03-31 13F CHART INDS COM PAR $0.01 16115Q308 5,165 70 1.37 305 27.62 0.0733
2018-01-12 2017-12-31 13F CHART INDS COM PAR $0.01 16115Q308 5,095 5,095 239 0.0563
2014-11-17 2014-09-30 13F CHART INDUSTRIES COM PAR $0.01 16115Q308 0 -5,511 -100.00 0 -100.00
2014-09-18 2014-06-30 13F CHART INDUSTRIES COM PAR $0.01 16115Q308 5,511 5,511 -22.11 456 -47.65 0.1224
2014-02-21 2013-12-31 13F CHART INDS COM 16115Q308 0 -7,075 -100.00 0 -100.00
2013-11-26 2013-09-30 13F CHART INDS COM 16115Q308 7,075 331 4.91 871 37.17 0.2833
2013-11-19 2013-06-30 13F CHART INDS COM 16115Q308 6,744 665 10.94 635 30.66 0.2155
2013-05-21 2013-03-31 13F CHART INDUSTRIES COM 16115Q308 6,079 6,079 486 0.1647
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.