Axiom Advisory’s Genesis Energy GEL Stock Holding History

Axiom Advisory’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
2024 Q3	$400K	Buy	29,382 +794	+3%	+$10.8K	﹤0.01%	237
2024 Q2	$362K	Buy	+28,588	New	+$362K	﹤0.01%	240

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Axiom Advisory's GEL Position: Q3 2024 in Review

Axiom Advisory increased its Genesis Energy (GEL) stake by 2.8% in Q3 2024, buying an estimated $10.8K and bringing the position to 29,382 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Axiom Advisory first reported a position in GEL in Q2 2024 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold GEL as of Q3 2024.

Axiom Advisory held 29,382 shares of Genesis Energy worth $400K as of Q3 2024.
Axiom Advisory bought 794 Genesis Energy shares in Q3 2024, an estimated $10.8K.
Genesis Energy made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #237 holding.
Axiom Advisory first reported a position in Genesis Energy in Q2 2024 and has held it in 2 quarters since.
115 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.