Geneos Wealth Management’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.6K | Buy |
+2,819
| New | +$48.6K | ﹤0.01% | 1583 |
|
|
2021
Q4 | – | Sell |
-13,128
| Closed | -$132K | – | 2808 |
|
|
2021
Q3 | $132K | Sell |
13,128
-675
| -5% | -$6.79K | 0.01% | 1048 |
|
|
2021
Q2 | $165K | Buy |
13,803
+25
| +0.2% | +$299 | 0.01% | 933 |
|
|
2021
Q1 | $126K | Hold |
13,778
| – | – | ﹤0.01% | 1194 |
|
|
2020
Q4 | $124K | Buy |
13,778
+79
| +0.6% | +$711 | 0.01% | 1040 |
|
|
2020
Q3 | $62K | Buy |
13,699
+34
| +0.2% | +$154 | ﹤0.01% | 1153 |
|
|
2020
Q2 | $94K | Buy |
13,665
+37
| +0.3% | +$255 | 0.01% | 940 |
|
|
2020
Q1 | $42K | Buy |
13,628
+1,500
| +12% | +$4.62K | ﹤0.01% | 1194 |
|
|
2019
Q4 | $250K | Hold |
12,128
| – | – | 0.01% | 610 |
|
|
2019
Q3 | $258K | Hold |
12,128
| – | – | 0.02% | 573 |
|
|
2019
Q2 | $265K | Hold |
12,128
| – | – | 0.02% | 579 |
|
|
2019
Q1 | $282K | Hold |
12,128
| – | – | 0.02% | 550 |
|
|
2018
Q4 | $219K | Hold |
12,128
| – | – | 0.02% | 576 |
|
|
2018
Q3 | $288K | Sell |
12,128
-135
| -1% | -$3.21K | 0.02% | 525 |
|
|
2018
Q2 | $268K | Hold |
12,263
| – | – | 0.02% | 478 |
|
|
2018
Q1 | $241K | Hold |
12,263
| – | – | 0.02% | 486 |
|
|
2017
Q4 | $274K | Hold |
12,263
| – | – | 0.02% | 444 |
|
|
2017
Q3 | $323K | Hold |
12,263
| – | – | 0.03% | 385 |
|
|
2017
Q2 | $389K | Sell |
12,263
-215
| -2% | -$6.82K | 0.04% | 340 |
|
|
2017
Q1 | $404K | Buy |
12,478
+3,032
| +32% | +$98.2K | 0.04% | 320 |
|
|
2016
Q4 | $340K | Buy |
9,446
+8,530
| +931% | +$307K | 0.04% | 336 |
|
|
2016
Q3 | $34K | Buy |
916
+215
| +31% | +$7.98K | ﹤0.01% | 939 |
|
|
2016
Q2 | $27K | Hold |
701
| – | – | ﹤0.01% | 1018 |
|
|
2016
Q1 | $21K | Buy |
+701
| New | +$21K | ﹤0.01% | 1075 |
|