1900 Wealth Management’s Genesis Energy GEL Stock Holding History

1900 Wealth Management’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
2022 Q1	–	Sell	-11,721	Closed	-$126K	–	247
2021 Q4	$126K	Buy	+11,721	New	+$130K	0.01%	239

Other funds holding GEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

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

CCM

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

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

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

1900 Wealth Management's GEL Position: Q1 2022 in Review

1900 Wealth Management sold out of Genesis Energy (GEL) in Q1 2022, closing a stake of 11,721 shares — an estimated $126K sold.

1900 Wealth Management first reported a position in GEL in Q4 2021 and held it in 1 quarter. The position peaked at $126K in Q4 2021. 120 funds tracked by Wall St. Rank hold GEL as of Q1 2022.

1900 Wealth Management reported no remaining Genesis Energy position as of Q1 2022 after selling out during the quarter.
1900 Wealth Management sold 11,721 Genesis Energy shares in Q1 2022, an estimated $126K.
1900 Wealth Management first reported a position in Genesis Energy in Q4 2021 and held it in 1 quarter.
1900 Wealth Management's Genesis Energy position peaked at $126K in Q4 2021.
120 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2022.

Based on 1900 Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.