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IFP Advisors’s Genesis Energy GEL Stock Holding History

IFP 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
2023
Q2 		– Sell
-50
Closed -$1.12K – 3494
2023
Q1 		$1.12K Sell
50
-682
-93% -$7.67K ﹤0.01% 3065
2022
Q4 		$16K Buy
732
+9
+1% +$93 ﹤0.01% 3064
2022
Q3 		$16K Buy
723
+10
+1% +$102 ﹤0.01% 3281
2022
Q2 		$16K Hold
713
– – ﹤0.01% 3028
2022
Q1 		$16K Buy
713
+663
+1,326% +$7.73K ﹤0.01% 3028
2021
Q4 		$1K Hold
50
– – ﹤0.01% 3007
2021
Q3 		$1K Hold
50
– – ﹤0.01% 3026
2021
Q2 		$1K Hold
50
– – ﹤0.01% 2893
2021
Q1 		$0 Sell
50
-50
-50% -$379 ﹤0.01% 3081
2020
Q4 		$0 Sell
100
-60
-38% -$341 ﹤0.01% 2995
2020
Q3 		$0 Sell
160
-36
-18% -$211 ﹤0.01% 2897
2020
Q2 		$0 Sell
196
-164
-46% -$1.11K ﹤0.01% 2808
2020
Q1 		$1K Sell
360
-750
-68% -$10.3K ﹤0.01% 2534
2019
Q4 		$23K Buy
1,110
+360
+48% +$7.25K ﹤0.01% 1559
2019
Q3 		$16K Buy
+750
New +$16.3K ﹤0.01% 1860
2019
Q1 		– Sell
-325
Closed -$6K – 2745
2018
Q4 		$6K Hold
325
– – ﹤0.01% 2757
2018
Q3 		$8K Sell
325
-233
-42% -$5.49K ﹤0.01% 2967
2018
Q2 		$12K Buy
558
+183
+49% +$3.98K ﹤0.01% 2783
2018
Q1 		$8K Hold
375
– – ﹤0.01% 2915
2017
Q4 		$8K Sell
375
-2,056
-85% -$47.6K ﹤0.01% 2960
2017
Q3 		$64K Sell
2,431
-250
-9% -$7.1K ﹤0.01% 1838
2017
Q2 		$85K Hold
2,681
– – ﹤0.01% 1623
2017
Q1 		$87K Sell
2,681
-159
-6% -$5.51K ﹤0.01% 1568
2016
Q4 		$102K Buy
2,840
+1,143
+67% +$39.9K ﹤0.01% 1440
2016
Q3 		$64K Sell
1,697
-418
-20% -$15.3K ﹤0.01% 1656
2016
Q2 		$81K Buy
+2,115
New +$74.1K ﹤0.01% 1463
2016
Q1 		– Sell
-1,355
Closed -$50K – 2767
2015
Q4 		$50K Buy
+1,355
New +$52.6K ﹤0.01% 1623

Other funds holding GEL

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFP Advisors's GEL Position: Q2 2023 in Review

IFP Advisors sold out of Genesis Energy (GEL) in Q2 2023, closing a stake of 50 shares — an estimated $1.12K sold.

IFP Advisors first reported a position in GEL in Q4 2015 and held it in 27 quarters. The position peaked at $102K in Q4 2016. 112 funds tracked by Wall St. Rank hold GEL as of Q2 2023.

  • IFP Advisors reported no remaining Genesis Energy position as of Q2 2023 after selling out during the quarter.
  • IFP Advisors sold 50 Genesis Energy shares in Q2 2023, an estimated $1.12K.
  • IFP Advisors first reported a position in Genesis Energy in Q4 2015 and held it in 27 quarters.
  • IFP Advisors's Genesis Energy position peaked at $102K in Q4 2016.
  • 112 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2023.

Based on IFP Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.