Asset Dedication LLC’s Genesis Energy GEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.62K Hold
500
﹤0.01% 840
2025
Q1
$7.85K Hold
500
﹤0.01% 797
2024
Q4
$5.06K Hold
500
﹤0.01% 854
2024
Q3
$6.69K Hold
500
﹤0.01% 858
2024
Q2
$7.16K Hold
500
﹤0.01% 862
2024
Q1
$6K Hold
500
﹤0.01% 751
2023
Q4
$6K Hold
500
﹤0.01% 762
2023
Q3
$5K Hold
500
﹤0.01% 788
2023
Q2
$5K Hold
500
﹤0.01% 773
2023
Q1
$6K Hold
500
﹤0.01% 718
2022
Q4
$5K Hold
500
﹤0.01% 756
2022
Q3
$5K Buy
+500
New +$5K ﹤0.01% 712
2022
Q2
Sell
-500
Closed -$6K 663
2022
Q1
$6K Buy
+500
New +$6K ﹤0.01% 719