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Money Concepts Capital’s Genesis Energy GEL Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-6,350
Closed -$64.8K – 1442
2022
Q4 		$64.8K Buy
+6,350
New +$65.3K ﹤0.01% 1153
2022
Q2 		– Sell
-23,844
Closed -$279K – 1900
2022
Q1 		$279K Buy
+23,844
New +$278K 0.02% 600

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Money Concepts Capital's GEL Position: Q1 2023 in Review

Money Concepts Capital sold out of Genesis Energy (GEL) in Q1 2023, closing a stake of 6,350 shares — an estimated $64.8K sold.

Money Concepts Capital first reported a position in GEL in Q1 2022 and held it in 2 quarters. The position peaked at $279K in Q1 2022. 112 funds tracked by Wall St. Rank hold GEL as of Q1 2023.

  • Money Concepts Capital reported no remaining Genesis Energy position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 6,350 Genesis Energy shares in Q1 2023, an estimated $64.8K.
  • Money Concepts Capital first reported a position in Genesis Energy in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Genesis Energy position peaked at $279K in Q1 2022.
  • 112 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.