FourThought Financial’s Genesis Energy GEL Stock Holding History

FourThought Financial’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
2022 Q3	$27K	Hold	2,922	–	–	﹤0.01%	788
2022 Q2	$23K	Hold	2,922	–	–	﹤0.01%	830
2022 Q1	$34K	Hold	2,922	–	–	﹤0.01%	769
2021 Q4	$31K	Hold	2,922	–	–	﹤0.01%	815
2021 Q3	$29K	Hold	2,922	–	–	﹤0.01%	865
2021 Q2	$33K	Hold	2,922	–	–	﹤0.01%	823
2021 Q1	$27K	Hold	2,922	–	–	﹤0.01%	837
2020 Q4	$18K	Buy	+2,922	New	+$16.6K	﹤0.01%	899

Other funds holding GEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 Investments Seoul, South Korea $67.7B AUM 51.91% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

FourThought Financial's GEL Position: Q3 2022 in Review

FourThought Financial held its Genesis Energy (GEL) position steady in Q3 2022 at 2,922 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

FourThought Financial first reported a position in GEL in Q4 2020 and has held it in 8 quarters since. The position peaked at $34K in Q1 2022. 115 funds tracked by Wall St. Rank hold GEL as of Q3 2022.

FourThought Financial held 2,922 shares of Genesis Energy worth $27K as of Q3 2022.
FourThought Financial left its Genesis Energy share count unchanged in Q3 2022.
Genesis Energy made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #788 holding.
FourThought Financial first reported a position in Genesis Energy in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Genesis Energy position peaked at $34K in Q1 2022.
115 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.