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Global Retirement Partners’s Genesis Energy GEL Stock Holding History

Global Retirement Partners’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
Q2 		– Sell
-13
Closed -$147 – 3582
2024
Q1 		$147 Hold
13
– – ﹤0.01% 3276
2023
Q4 		$159 Hold
13
– – ﹤0.01% 3247
2023
Q3 		$131 Hold
13
– – ﹤0.01% 3153
2023
Q2 		$126 Hold
13
– – ﹤0.01% 3124
2023
Q1 		$137 Hold
13
– – ﹤0.01% 3113
2022
Q4 		$131 Hold
13
– – ﹤0.01% 2961
2022
Q3 		$0 Buy
13
+1
+8% +$10 ﹤0.01% 2794
2022
Q2 		$0 Hold
12
– – ﹤0.01% 2750
2022
Q1 		$0 Buy
+12
New +$140 ﹤0.01% 2680

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CCM
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Global Retirement Partners's GEL Position: Q2 2024 in Review

Global Retirement Partners sold out of Genesis Energy (GEL) in Q2 2024, closing a stake of 13 shares — an estimated $147 sold.

Global Retirement Partners first reported a position in GEL in Q1 2022 and held it in 9 quarters. The position peaked at $159 in Q4 2023. 114 funds tracked by Wall St. Rank hold GEL as of Q2 2024.

  • Global Retirement Partners reported no remaining Genesis Energy position as of Q2 2024 after selling out during the quarter.
  • Global Retirement Partners sold 13 Genesis Energy shares in Q2 2024, an estimated $147.
  • Global Retirement Partners first reported a position in Genesis Energy in Q1 2022 and held it in 9 quarters.
  • Global Retirement Partners's Genesis Energy position peaked at $159 in Q4 2023.
  • 114 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.