BWM
GEL icon

Baystate Wealth Management’s Genesis Energy GEL Stock Holding History

Baystate 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
2023
Q4 		$676 Buy
58
+1
+2% +$11 ﹤0.01% 1183
2023
Q3 		$595 Buy
57
+1
+2% +$10 ﹤0.01% 929
2023
Q2 		$542 Buy
56
+1
+2% +$10 ﹤0.01% 972
2023
Q1 		$629 Hold
55
– – ﹤0.01% 962
2022
Q4 		$1K Buy
55
+1
+2% +$10 ﹤0.01% 857
2022
Q3 		$1K Buy
54
+1
+2% +$10 ﹤0.01% 808
2022
Q2 		$0 Buy
53
+1
+2% +$11 ﹤0.01% 917
2022
Q1 		$1K Hold
52
– – ﹤0.01% 823
2021
Q4 		$1K Buy
52
+1
+2% +$11 ﹤0.01% 819
2021
Q3 		$1K Buy
51
+1
+2% +$9 ﹤0.01% 752
2021
Q2 		$1K Buy
+50
New +$505 ﹤0.01% 722

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
RA
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return