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JFG Wealth Management’s Genesis Energy GEL Stock Holding History

JFG 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
2021
Q4 		– Sell
-10,000
Closed -$99K – 47
2021
Q3 		$99K Hold
10,000
– – 0.05% 44
2021
Q2 		$116K Buy
+10,000
New +$101K 0.05% 44

Other funds holding GEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JFG Wealth Management's GEL Position: Q4 2021 in Review

JFG Wealth Management sold out of Genesis Energy (GEL) in Q4 2021, closing a stake of 10,000 shares — an estimated $99K sold.

JFG Wealth Management first reported a position in GEL in Q2 2021 and held it in 2 quarters. The position peaked at $116K in Q2 2021. 119 funds tracked by Wall St. Rank hold GEL as of Q4 2021.

  • JFG Wealth Management reported no remaining Genesis Energy position as of Q4 2021 after selling out during the quarter.
  • JFG Wealth Management sold 10,000 Genesis Energy shares in Q4 2021, an estimated $99K.
  • JFG Wealth Management first reported a position in Genesis Energy in Q2 2021 and held it in 2 quarters.
  • JFG Wealth Management's Genesis Energy position peaked at $116K in Q2 2021.
  • 119 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2021.

Based on JFG Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.