GWM
GEL icon

Gupta Wealth Management’s Genesis Energy GEL Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$32K Buy
+1,000
New +$27.8K 0.01% 550

Other funds holding GEL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Gupta Wealth Management's GEL Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Genesis Energy (GEL) in Q1 2016: 1,000 shares worth $32K. The stake represents 0.01% of the portfolio and ranks #550 among its holdings.

175 funds tracked by Wall St. Rank hold GEL as of Q1 2016.

  • Gupta Wealth Management held 1,000 shares of Genesis Energy worth $32K as of Q1 2016.
  • Genesis Energy was a new Gupta Wealth Management position in Q1 2016.
  • Genesis Energy made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #550 holding.
  • 175 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.