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Concourse Financial Group Securities’s Genesis Energy GEL Stock Holding History

Concourse Financial Group Securities’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
2024
Q2 		– Sell
-1
Closed -$13 – 2336
2024
Q1 		$10 Buy
+1
New +$11 ﹤0.01% 2298
2019
Q1 		– Sell
-44
Closed -$951 – 2314
2018
Q4 		$0 Hold
44
– – ﹤0.01% 2159
2018
Q3 		$1K Buy
+44
New +$1.04K ﹤0.01% 1607

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concourse Financial Group Securities's GEL Position: Q2 2024 in Review

Concourse Financial Group Securities sold out of Genesis Energy (GEL) in Q2 2024, closing a stake of 1 share — an estimated $13 sold.

Concourse Financial Group Securities first reported a position in GEL in Q3 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 114 funds tracked by Wall St. Rank hold GEL as of Q2 2024.

  • Concourse Financial Group Securities reported no remaining Genesis Energy position as of Q2 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1 Genesis Energy share in Q2 2024, an estimated $13.
  • Concourse Financial Group Securities first reported a position in Genesis Energy in Q3 2018 and held it in 3 quarters.
  • Concourse Financial Group Securities's Genesis Energy position peaked at $1K in Q3 2018.
  • 114 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2024.

Based on Concourse Financial Group Securities's 13F filing for Q2 2024, filed 23 Jul 2024.