BWM
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BerganKDV Wealth Management’s Genesis Energy GEL Stock Holding History

BerganKDV 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
Q4 		– Sell
-200
Closed -$2K – 1070
2022
Q3 		$2K Buy
+200
New +$2.03K ﹤0.01% 808
2021
Q4 		– Sell
-1,700
Closed -$17K – 1082
2021
Q3 		$17K Hold
1,700
– – ﹤0.01% 550
2021
Q2 		$20K Hold
1,700
– – ﹤0.01% 518
2021
Q1 		$16K Hold
1,700
– – ﹤0.01% 515
2020
Q4 		$11K Hold
1,700
– – ﹤0.01% 553
2020
Q3 		$8K Hold
1,700
– – ﹤0.01% 527
2020
Q2 		$12K Hold
1,700
– – ﹤0.01% 517
2020
Q1 		$7K Hold
1,700
– – ﹤0.01% 534
2019
Q4 		$35K Buy
+1,700
New +$34.2K 0.01% 380

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 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 $761B AUM 31.28% 1-Year Est. Return