Avior Wealth Management’s Genesis Energy GEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-461	Closed	-$4.67K	–	1361
2024 Q4	$4.67K	Buy	+461	New	+$5.45K	﹤0.01%	1881
2018 Q1	–	Sell	-3,153	Closed	-$70K	–	802
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