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Gibson Wealth Advisors’s Genesis Energy GEL Stock Holding History

Gibson Wealth Advisors’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 		– Sell
-200
Closed -$2K – 120
2022
Q2 		$2K Hold
200
– – ﹤0.01% 101
2022
Q1 		$2K Hold
200
– – ﹤0.01% 113
2021
Q4 		$2K Buy
+200
New +$2.23K ﹤0.01% 96

Other funds holding GEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gibson Wealth Advisors's GEL Position: Q3 2022 in Review

Gibson Wealth Advisors sold out of Genesis Energy (GEL) in Q3 2022, closing a stake of 200 shares — an estimated $2K sold.

Gibson Wealth Advisors first reported a position in GEL in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 115 funds tracked by Wall St. Rank hold GEL as of Q3 2022.

  • Gibson Wealth Advisors reported no remaining Genesis Energy position as of Q3 2022 after selling out during the quarter.
  • Gibson Wealth Advisors sold 200 Genesis Energy shares in Q3 2022, an estimated $2K.
  • Gibson Wealth Advisors first reported a position in Genesis Energy in Q4 2021 and held it in 3 quarters.
  • Gibson Wealth Advisors's Genesis Energy position peaked at $2K in Q2 2022.
  • 115 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2022.

Based on Gibson Wealth Advisors's 13F filing for Q3 2022, filed 22 Nov 2022.