Carson Wealth (CWM LLC)’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $52K | Buy |
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|
2025
Q2 | $24K | Buy |
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|
2025
Q1 | $21K | Buy |
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|
2024
Q4 | $10K | Buy |
|
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|
2024
Q3 | $13K | Buy |
|
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|
2024
Q2 | $10K | Buy |
|
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|
2024
Q1 | $8K | Sell |
|
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|
2023
Q4 | $68K | Sell |
|
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|
2023
Q3 | $80K | Buy |
|
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|
2023
Q2 | $8K | Buy |
|
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|
2023
Q1 | $2K | Buy |
|
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|
2022
Q4 | $2K | Buy |
|
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|
2022
Q3 | $2K | Buy |
|
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|
2022
Q2 | $2K | Buy |
|
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|
2022
Q1 | $2K | Buy |
|