Financial Management Professionals’s Genesis Energy GEL Stock Holding History

Financial Management Professionals’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
2023 Q2	–	Sell	-2,600	Closed	-$29K	–	992
2023 Q1	$29K	Hold	2,600	–	–	0.01%	346
2022 Q4	$27K	Hold	2,600	–	–	0.01%	323
2022 Q3	$24K	Hold	2,600	–	–	0.01%	321
2022 Q2	$21K	Hold	2,600	–	–	0.01%	345
2022 Q1	$30K	Hold	2,600	–	–	0.01%	285
2021 Q4	$28K	Hold	2,600	–	–	0.01%	287
2021 Q3	$26K	Hold	2,600	–	–	0.01%	297
2021 Q2	$30K	Hold	2,600	–	–	0.01%	258
2021 Q1	$24K	Hold	2,600	–	–	0.01%	260
2020 Q4	$16K	Hold	2,600	–	–	﹤0.01%	284
2020 Q3	$12K	Hold	2,600	–	–	﹤0.01%	295
2020 Q2	$19K	Hold	2,600	–	–	0.01%	264
2020 Q1	$10K	Hold	2,600	–	–	﹤0.01%	167
2019 Q4	$53K	Hold	2,600	–	–	0.02%	96
2019 Q3	$56K	Buy	+2,600	New	+$56.5K	0.02%	94
2019 Q2	–	Hold	0	–	–	–	91
2019 Q1	–	Hold	0	–	–	–	85
2018 Q4	–	Hold	0	–	–	–	85
2018 Q3	–	Hold	0	–	–	–	83
2018 Q2	–	Sell	-2,600	Closed	-$56.5K	–	86
2018 Q1	$51K	Hold	2,600	–	–	0.03%	90
2017 Q4	$58K	Hold	2,600	–	–	0.02%	78
2017 Q3	$68K	Hold	2,600	–	–	0.03%	71
2017 Q2	$82K	Hold	2,600	–	–	0.04%	65
2017 Q1	$84K	Hold	2,600	–	–	0.04%	63
2016 Q4	$93K	Hold	2,600	–	–	0.05%	65
2016 Q3	$98K	Buy	+2,600	New	+$95.3K	0.05%	63

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Management Professionals's GEL Position: Q2 2023 in Review

Financial Management Professionals sold out of Genesis Energy (GEL) in Q2 2023, closing a stake of 2,600 shares — an estimated $29K sold.

Financial Management Professionals first reported a position in GEL in Q3 2016 and held it in 22 quarters. The position peaked at $98K in Q3 2016. 112 funds tracked by Wall St. Rank hold GEL as of Q2 2023.

Financial Management Professionals reported no remaining Genesis Energy position as of Q2 2023 after selling out during the quarter.
Financial Management Professionals sold 2,600 Genesis Energy shares in Q2 2023, an estimated $29K.
Financial Management Professionals first reported a position in Genesis Energy in Q3 2016 and held it in 22 quarters.
Financial Management Professionals's Genesis Energy position peaked at $98K in Q3 2016.
112 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.