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	–	1069
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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

BerganKDV Wealth Management's GEL Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Genesis Energy (GEL) in Q4 2022, closing a stake of 200 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in GEL in Q4 2019 and held it in 9 quarters. The position peaked at $35K in Q4 2019. 109 funds tracked by Wall St. Rank hold GEL as of Q4 2022.

BerganKDV Wealth Management reported no remaining Genesis Energy position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 200 Genesis Energy shares in Q4 2022, an estimated $2K.
BerganKDV Wealth Management first reported a position in Genesis Energy in Q4 2019 and held it in 9 quarters.
BerganKDV Wealth Management's Genesis Energy position peaked at $35K in Q4 2019.
109 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.