Amplius Wealth Advisors’s Genesis Energy GEL Stock Holding History

Amplius Wealth 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 Q1	–	Sell	-2,500	Closed	-$26K	–	448
2021 Q4	$26K	Buy	+2,500	New	+$27.8K	﹤0.01%	427

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

Amplius Wealth Advisors's GEL Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Genesis Energy (GEL) in Q1 2022, closing a stake of 2,500 shares — an estimated $26K sold.

Amplius Wealth Advisors first reported a position in GEL in Q4 2021 and held it in 1 quarter. The position peaked at $26K in Q4 2021. 120 funds tracked by Wall St. Rank hold GEL as of Q1 2022.

Amplius Wealth Advisors reported no remaining Genesis Energy position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 2,500 Genesis Energy shares in Q1 2022, an estimated $26K.
Amplius Wealth Advisors first reported a position in Genesis Energy in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Genesis Energy position peaked at $26K in Q4 2021.
120 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.