Avion Wealth’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 | – | Sell |
-6,000
| Closed | -$60K | – | 1325 |
|
|
2025
Q1 | $60K | Hold |
6,000
| – | – | 0.02% | 175 |
|
|
2024
Q4 | $60K | Hold |
6,000
| – | – | 0.02% | 175 |
|
|
2024
Q3 | $80K | Hold |
6,000
| – | – | 0.02% | 136 |
|
|
2024
Q2 | $85K | Hold |
6,000
| – | – | 0.02% | 127 |
|
|
2024
Q1 | $67K | Hold |
6,000
| – | – | 0.02% | 141 |
|
|
2023
Q4 | $69K | Hold |
6,000
| – | – | 0.02% | 134 |
|
|
2023
Q3 | $61K | Sell |
6,000
-6,000
| -50% | -$61K | 0.02% | 139 |
|
|
2023
Q2 | $114K | Buy |
+12,000
| New | +$114K | 0.03% | 102 |
|