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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

CCM

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

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

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

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

Baystate Wealth Management's GEL Position: Q4 2023 in Review

Baystate Wealth Management increased its Genesis Energy (GEL) stake by 1.8% in Q4 2023, buying an estimated $11 and bringing the position to 58 shares worth $676. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Baystate Wealth Management first reported a position in GEL in Q2 2021 and has held it in 11 quarters since. The position peaked at $1K in Q4 2022. 104 funds tracked by Wall St. Rank hold GEL as of Q4 2023.

Baystate Wealth Management held 58 shares of Genesis Energy worth $676 as of Q4 2023.
Baystate Wealth Management bought 1 Genesis Energy share in Q4 2023, an estimated $11.
Genesis Energy made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1183 holding.
Baystate Wealth Management first reported a position in Genesis Energy in Q2 2021 and has held it in 11 quarters since.
Baystate Wealth Management's Genesis Energy position peaked at $1K in Q4 2022.
104 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.