Creative Planning’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.5M | Buy |
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|
2025
Q1 | $48.7M | Hold |
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|
2024
Q4 | $31.4M | Hold |
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|
2024
Q3 | $41.5M | Buy |
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|
2024
Q2 | $43.6M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $79K | Sell |
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|
2020
Q1 | $55K | Sell |
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|
2019
Q4 | $2.13M | Sell |
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|
2019
Q3 | $2.34M | Sell |
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|
2019
Q2 | $2.5M | Sell |
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|
2019
Q1 | $2.67M | Sell |
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|
2018
Q4 | $2.29M | Sell |
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|
2018
Q3 | $3.2M | Sell |
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|
2018
Q2 | $2.99M | Sell |
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|
2018
Q1 | $3.06M | Sell |
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|
2017
Q4 | $6.16M | Sell |
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|
2017
Q3 | $7.6M | Sell |
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|
2017
Q2 | $9.66M | Sell |
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|
2017
Q1 | $10.1M | Buy |
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|
2016
Q4 | $10M | Buy |
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|
2016
Q3 | $10M | Buy |
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|
2016
Q2 | $8.22M | Buy |
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|
2016
Q1 | $6.22M | Buy |
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|
2015
Q4 | $4.67M | Buy |
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|
2015
Q3 | $368K | Sell |
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|
2015
Q2 | $478K | Buy |
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|
2015
Q1 | $485K | Buy |
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|
2014
Q4 | $414K | Buy |
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|
2014
Q3 | $261K | Hold |
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|
2014
Q2 | $278K | Sell |
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|
2014
Q1 | $296K | Sell |
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|
2013
Q4 | $353K | Buy |
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|
2013
Q3 | $292K | Buy |
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|
2013
Q2 | $261K | Buy |
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