Creative Planning’s Genesis Energy GEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.5M | Buy |
3,106,054
+600
| +0% | +$10.3K | 0.05% | 160 |
|
|
2025
Q1 | $48.7M | Hold |
3,105,454
| – | – | 0.05% | 160 |
|
|
2024
Q4 | $31.4M | Hold |
3,105,454
| – | – | 0.03% | 215 |
|
|
2024
Q3 | $41.5M | Buy |
3,105,454
+59,263
| +2% | +$792K | 0.04% | 168 |
|
|
2024
Q2 | $43.6M | Buy |
+3,046,191
| New | +$43.6M | 0.05% | 155 |
|
|
2020
Q3 | – | Sell |
-10,957
| Closed | -$79K | – | 1973 |
|
|
2020
Q2 | $79K | Sell |
10,957
-3,154
| -22% | -$22.7K | ﹤0.01% | 1673 |
|
|
2020
Q1 | $55K | Sell |
14,111
-89,978
| -86% | -$351K | ﹤0.01% | 1593 |
|
|
2019
Q4 | $2.13M | Sell |
104,089
-4,900
| -4% | -$100K | 0.01% | 491 |
|
|
2019
Q3 | $2.34M | Sell |
108,989
-4,994
| -4% | -$107K | 0.01% | 445 |
|
|
2019
Q2 | $2.5M | Sell |
113,983
-673
| -0.6% | -$14.7K | 0.01% | 436 |
|
|
2019
Q1 | $2.67M | Sell |
114,656
-9,159
| -7% | -$213K | 0.01% | 390 |
|
|
2018
Q4 | $2.29M | Sell |
123,815
-10,851
| -8% | -$200K | 0.01% | 397 |
|
|
2018
Q3 | $3.2M | Sell |
134,666
-1,603
| -1% | -$38.1K | 0.01% | 365 |
|
|
2018
Q2 | $2.99M | Sell |
136,269
-18,782
| -12% | -$412K | 0.01% | 376 |
|
|
2018
Q1 | $3.06M | Sell |
155,051
-120,432
| -44% | -$2.37M | 0.01% | 357 |
|
|
2017
Q4 | $6.16M | Sell |
275,483
-12,872
| -4% | -$288K | 0.03% | 199 |
|
|
2017
Q3 | $7.6M | Sell |
288,355
-16,223
| -5% | -$427K | 0.04% | 173 |
|
|
2017
Q2 | $9.66M | Sell |
304,578
-6,337
| -2% | -$201K | 0.05% | 143 |
|
|
2017
Q1 | $10.1M | Buy |
310,915
+32,099
| +12% | +$1.04M | 0.06% | 132 |
|
|
2016
Q4 | $10M | Buy |
278,816
+14,210
| +5% | +$512K | 0.06% | 125 |
|
|
2016
Q3 | $10M | Buy |
264,606
+50,439
| +24% | +$1.92M | 0.06% | 115 |
|
|
2016
Q2 | $8.22M | Buy |
214,167
+18,342
| +9% | +$704K | 0.06% | 119 |
|
|
2016
Q1 | $6.23M | Buy |
195,825
+68,588
| +54% | +$2.18M | 0.05% | 140 |
|
|
2015
Q4 | $4.68M | Buy |
127,237
+117,651
| +1,227% | +$4.32M | 0.04% | 169 |
|
|
2015
Q3 | $368K | Sell |
9,586
-1,300
| -12% | -$49.9K | ﹤0.01% | 866 |
|
|
2015
Q2 | $478K | Buy |
10,886
+560
| +5% | +$24.6K | ﹤0.01% | 672 |
|
|
2015
Q1 | $485K | Buy |
10,326
+563
| +6% | +$26.4K | ﹤0.01% | 749 |
|
|
2014
Q4 | $414K | Buy |
9,763
+4,801
| +97% | +$204K | ﹤0.01% | 765 |
|
|
2014
Q3 | $261K | Hold |
4,962
| – | – | ﹤0.01% | 933 |
|
|
2014
Q2 | $278K | Sell |
4,962
-500
| -9% | -$28K | ﹤0.01% | 868 |
|
|
2014
Q1 | $296K | Sell |
5,462
-1,251
| -19% | -$67.8K | ﹤0.01% | 825 |
|
|
2013
Q4 | $353K | Buy |
6,713
+875
| +15% | +$46K | 0.01% | 630 |
|
|
2013
Q3 | $292K | Buy |
5,838
+796
| +16% | +$39.8K | 0.01% | 611 |
|
|
2013
Q2 | $261K | Buy |
+5,042
| New | +$261K | 0.01% | 600 |
|