Howe & Rusling’s Genesis Energy GEL Stock Holding History

Howe & Rusling’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	-200	Closed	-$2K	–	604
2022 Q3	$2K	Buy	+200	New	+$2.03K	﹤0.01%	865

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Howe & Rusling's GEL Position: Q4 2022 in Review

Howe & Rusling sold out of Genesis Energy (GEL) in Q4 2022, closing a stake of 200 shares — an estimated $2K sold.

Howe & Rusling first reported a position in GEL in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 109 funds tracked by Wall St. Rank hold GEL as of Q4 2022.

Howe & Rusling reported no remaining Genesis Energy position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 200 Genesis Energy shares in Q4 2022, an estimated $2K.
Howe & Rusling first reported a position in Genesis Energy in Q3 2022 and held it in 1 quarter.
Howe & Rusling's Genesis Energy position peaked at $2K in Q3 2022.
109 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.