Carson Wealth (CWM LLC)’s Genesis Energy GEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Buy |
1,371
+7
| +0.5% | +$123 | ﹤0.01% | 3795 |
|
|
2025
Q1 | $21K | Buy |
1,364
+404
| +42% | +$6.22K | ﹤0.01% | 3626 |
|
|
2024
Q4 | $10K | Buy |
960
+3
| +0.3% | +$31 | ﹤0.01% | 3859 |
|
|
2024
Q3 | $13K | Buy |
957
+231
| +32% | +$3.14K | ﹤0.01% | 3620 |
|
|
2024
Q2 | $10K | Buy |
726
+2
| +0.3% | +$28 | ﹤0.01% | 3537 |
|
|
2024
Q1 | $8K | Sell |
724
-5,147
| -88% | -$56.9K | ﹤0.01% | 3450 |
|
|
2023
Q4 | $68K | Sell |
5,871
-1,847
| -24% | -$21.4K | ﹤0.01% | 1989 |
|
|
2023
Q3 | $80K | Buy |
7,718
+6,903
| +847% | +$71.6K | ﹤0.01% | 1764 |
|
|
2023
Q2 | $8K | Buy |
815
+604
| +286% | +$5.93K | ﹤0.01% | 3196 |
|
|
2023
Q1 | $2K | Buy |
211
+2
| +1% | +$19 | ﹤0.01% | 3643 |
|
|
2022
Q4 | $2K | Buy |
209
+3
| +1% | +$29 | ﹤0.01% | 3543 |
|
|
2022
Q3 | $2K | Buy |
206
+3
| +1% | +$29 | ﹤0.01% | 3452 |
|
|
2022
Q2 | $2K | Buy |
203
+3
| +2% | +$30 | ﹤0.01% | 3323 |
|
|
2022
Q1 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 3158 |
|