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Concurrent Investment Advisors’s Genesis Energy GEL Stock Holding History

Concurrent Investment Advisors’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
2025
Q1 		– Sell
-91,000
Closed -$118K – 1273
2024
Q4 		$118K Buy
+91,000
New +$1.08M ﹤0.01% 1041

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concurrent Investment Advisors's GEL Position: Q1 2025 in Review

Concurrent Investment Advisors sold out of Genesis Energy (GEL) in Q1 2025, closing a stake of 91,000 shares — an estimated $118K sold.

Concurrent Investment Advisors first reported a position in GEL in Q4 2024 and held it in 1 quarter. The position peaked at $118K in Q4 2024. 108 funds tracked by Wall St. Rank hold GEL as of Q1 2025.

  • Concurrent Investment Advisors reported no remaining Genesis Energy position as of Q1 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 91,000 Genesis Energy shares in Q1 2025, an estimated $118K.
  • Concurrent Investment Advisors first reported a position in Genesis Energy in Q4 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's Genesis Energy position peaked at $118K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2025.

Based on Concurrent Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.