Beaird Harris Wealth Management’s Genesis Energy GEL Stock Holding History

Beaird Harris 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
2022 Q2	–	Sell	-700	Closed	-$8K	–	486
2022 Q1	$8K	Hold	700	–	–	﹤0.01%	362
2021 Q4	$7K	Buy	+700	New	+$7.79K	﹤0.01%	440

Other funds holding GEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 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

Beaird Harris Wealth Management's GEL Position: Q2 2022 in Review

Beaird Harris Wealth Management sold out of Genesis Energy (GEL) in Q2 2022, closing a stake of 700 shares — an estimated $8K sold.

Beaird Harris Wealth Management first reported a position in GEL in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 112 funds tracked by Wall St. Rank hold GEL as of Q2 2022.

Beaird Harris Wealth Management reported no remaining Genesis Energy position as of Q2 2022 after selling out during the quarter.
Beaird Harris Wealth Management sold 700 Genesis Energy shares in Q2 2022, an estimated $8K.
Beaird Harris Wealth Management first reported a position in Genesis Energy in Q4 2021 and held it in 2 quarters.
Beaird Harris Wealth Management's Genesis Energy position peaked at $8K in Q1 2022.
112 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.