American Portfolios Advisors’s Genesis Energy GEL Stock Holding History

American Portfolios Advisors’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 Q3	$2.31K	Hold	251	–	–	﹤0.01%	3084
2022 Q2	$2.01K	Hold	251	–	–	﹤0.01%	3131
2022 Q1	$2.94K	Hold	251	–	–	﹤0.01%	3118
2021 Q4	$2.69K	Hold	251	–	–	﹤0.01%	3104
2021 Q3	$2.5K	Hold	251	–	–	﹤0.01%	3098
2021 Q2	$2.91K	Hold	251	–	–	﹤0.01%	3032
2021 Q1	$2.34K	Hold	251	–	–	﹤0.01%	2955
2020 Q4	$1.56K	Hold	251	–	–	﹤0.01%	2757
2020 Q3	$1.13K	Hold	251	–	–	﹤0.01%	2744
2020 Q2	$1.81K	Buy	+251	New	+$1.7K	﹤0.01%	2579
2019 Q1	–	Sell	-29	Closed	-$536	–	2627
2018 Q4	$536	Sell	29 -449	-94%	-$10.1K	﹤0.01%	2306
2018 Q3	$11.4K	Buy	478 +289	+153%	+$6.8K	﹤0.01%	1709
2018 Q2	$4.14K	Sell	189 -120	-39%	-$2.61K	﹤0.01%	2039
2018 Q1	$6.09K	Hold	309	–	–	﹤0.01%	1811
2017 Q4	$6.91K	Buy	+309	New	+$7.15K	﹤0.01%	1704

Other funds holding GEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Portfolios Advisors's GEL Position: Q3 2022 in Review

American Portfolios Advisors held its Genesis Energy (GEL) position steady in Q3 2022 at 251 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #3084.

American Portfolios Advisors first reported a position in GEL in Q4 2017 and has held it in 15 quarters since. The position peaked at $11.4K in Q3 2018. 115 funds tracked by Wall St. Rank hold GEL as of Q3 2022.

American Portfolios Advisors held 251 shares of Genesis Energy worth $2.31K as of Q3 2022.
American Portfolios Advisors left its Genesis Energy share count unchanged in Q3 2022.
Genesis Energy made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3084 holding.
American Portfolios Advisors first reported a position in Genesis Energy in Q4 2017 and has held it in 15 quarters since.
American Portfolios Advisors's Genesis Energy position peaked at $11.4K in Q3 2018.
115 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.