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Hennessy Advisors Inc’s Genesis Energy GEL Stock Holding History

Hennessy Advisors Inc’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
Q4 		– Sell
-53,700
Closed -$494K – 267
2022
Q3 		$494K Sell
53,700
-11,300
-17% -$115K 0.03% 261
2022
Q2 		$521K Hold
65,000
– – 0.03% 268
2022
Q1 		$761K Buy
+65,000
New +$758K 0.04% 276
2014
Q1 		– Sell
-91,900
Closed -$4.83M – 331
2013
Q4 		$4.83M Sell
91,900
-5,200
-5% -$263K 0.2% 152
2013
Q3 		$4.86M Sell
97,100
-3,800
-4% -$191K 0.22% 144
2013
Q2 		$5.23M Buy
+100,900
New +$5M 0.26% 118

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
RA
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return