1776 Wealth’s Genesis Energy GEL Stock Holding History

1776 Wealth’s Portfolio GEL Stock Details GEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,050	Closed	-$7K	–	190
2020 Q2	$7K	Hold	1,050	–	–	﹤0.01%	300
2020 Q1	$4K	Hold	1,050	–	–	﹤0.01%	297
2019 Q4	$21K	Buy	+1,050	New	+$21.1K	0.02%	237

Other funds holding GEL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1776 Wealth's GEL Position: Q3 2020 in Review

1776 Wealth sold out of Genesis Energy (GEL) in Q3 2020, closing a stake of 1,050 shares — an estimated $7K sold.

1776 Wealth first reported a position in GEL in Q4 2019 and held it in 3 quarters. The position peaked at $21K in Q4 2019. 106 funds tracked by Wall St. Rank hold GEL as of Q3 2020.

1776 Wealth reported no remaining Genesis Energy position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 1,050 Genesis Energy shares in Q3 2020, an estimated $7K.
1776 Wealth first reported a position in Genesis Energy in Q4 2019 and held it in 3 quarters.
1776 Wealth's Genesis Energy position peaked at $21K in Q4 2019.
106 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.