Corient Private Wealth
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Corient Private Wealth’s Genesis Energy GEL Stock Holding History

Corient Private Wealth’s Portfolio GEL Stock Details GEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,454
Closed -$164K – 2454
2024
Q2 		$164K Hold
11,454
– – ﹤0.01% 2145
2024
Q1 		$127K Hold
11,454
– – ﹤0.01% 2151
2023
Q4 		$133K Buy
11,454
+730
+7% +$8.45K ﹤0.01% 2126
2023
Q3 		$111K Buy
+10,724
New +$111K ﹤0.01% 2004