Avior Wealth Management’s Genesis Energy GEL Stock Holding History

Avior 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
2025 Q1	–	Sell	-461	Closed	-$4.67K	–	1359
2024 Q4	$4.67K	Buy	+461	New	+$5.45K	﹤0.01%	1881
2018 Q1	–	Sell	-3,153	Closed	-$70K	–	800
2017 Q4	$70K	Buy	3,153 +2,901	+1,151%	+$67.1K	0.02%	461
2017 Q3	$7K	Sell	252 -35	-12%	-$994	﹤0.01%	365
2017 Q2	$9K	Hold	287	–	–	﹤0.01%	320
2017 Q1	$9K	Hold	287	–	–	﹤0.01%	360
2016 Q4	$10K	Hold	287	–	–	﹤0.01%	330
2016 Q3	$11K	Buy	287 +42	+17%	+$1.54K	﹤0.01%	328
2016 Q2	$9K	Hold	245	–	–	﹤0.01%	342
2016 Q1	$8K	Buy	245 +38	+18%	+$1.06K	﹤0.01%	354
2015 Q4	$8K	Hold	207	–	–	﹤0.01%	332
2015 Q3	$8K	Buy	207 +23	+13%	+$992	﹤0.01%	295
2015 Q2	$8K	Buy	+184	New	+$8.68K	0.01%	277

Other funds holding GEL

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

Avior Wealth Management's GEL Position: Q1 2025 in Review

Avior Wealth Management sold out of Genesis Energy (GEL) in Q1 2025, closing a stake of 461 shares — an estimated $4.67K sold.

Avior Wealth Management first reported a position in GEL in Q2 2015 and held it in 12 quarters. The position peaked at $70K in Q4 2017. 108 funds tracked by Wall St. Rank hold GEL as of Q1 2025.

Avior Wealth Management reported no remaining Genesis Energy position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 461 Genesis Energy shares in Q1 2025, an estimated $4.67K.
Avior Wealth Management first reported a position in Genesis Energy in Q2 2015 and held it in 12 quarters.
Avior Wealth Management's Genesis Energy position peaked at $70K in Q4 2017.
108 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.