Custom Index Systems’s Genesis Energy GEL Stock Holding History

Custom Index Systems’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 Q4	–	Sell	-89,278	Closed	-$1.19M	–	259
2024 Q3	$1.19M	Sell	89,278 -28,293	-24%	-$385K	0.65%	34
2024 Q2	$1.68M	Buy	117,571 +1,041	+0.9%	+$13.2K	0.97%	24
2024 Q1	$1.3M	Buy	+116,530	New	+$1.33M	0.74%	35

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Custom Index Systems's GEL Position: Q4 2024 in Review

Custom Index Systems sold out of Genesis Energy (GEL) in Q4 2024, closing a stake of 89,278 shares — an estimated $1.19M sold.

Custom Index Systems first reported a position in GEL in Q1 2024 and held it in 3 quarters. The position peaked at $1.68M in Q2 2024. 115 funds tracked by Wall St. Rank hold GEL as of Q4 2024.

Custom Index Systems reported no remaining Genesis Energy position as of Q4 2024 after selling out during the quarter.
Custom Index Systems sold 89,278 Genesis Energy shares in Q4 2024, an estimated $1.19M.
Custom Index Systems first reported a position in Genesis Energy in Q1 2024 and held it in 3 quarters.
Custom Index Systems's Genesis Energy position peaked at $1.68M in Q2 2024.
115 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2024.

Based on Custom Index Systems's 13F filing for Q4 2024, filed 23 Jan 2025.