NewEdge Advisors’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.1K | Hold |
4,127
| – | – | ﹤0.01% | 2556 |
|
|
2025
Q1 | $64.7K | Sell |
4,127
-6,000
| -59% | -$94.1K | ﹤0.01% | 2458 |
|
|
2024
Q4 | $102K | Hold |
10,127
| – | – | ﹤0.01% | 2273 |
|
|
2024
Q3 | $135K | Hold |
10,127
| – | – | ﹤0.01% | 2107 |
|
|
2024
Q2 | $145K | Sell |
10,127
-1,181
| -10% | -$16.9K | ﹤0.01% | 2005 |
|
|
2024
Q1 | $126K | Hold |
11,308
| – | – | ﹤0.01% | 2000 |
|
|
2023
Q4 | $131K | Sell |
11,308
-950
| -8% | -$11K | ﹤0.01% | 1859 |
|
|
2023
Q3 | $126K | Sell |
12,258
-3,430
| -22% | -$35.4K | ﹤0.01% | 1761 |
|
|
2023
Q2 | $150K | Sell |
15,688
-10,050
| -39% | -$96K | ﹤0.01% | 1726 |
|
|
2023
Q1 | $290K | Buy |
25,738
+4,467
| +21% | +$50.3K | ﹤0.01% | 1391 |
|
|
2022
Q4 | $4.94K | Buy |
21,271
+663
| +3% | +$154 | ﹤0.01% | 2597 |
|
|
2022
Q3 | $190K | Buy |
20,608
+9,250
| +81% | +$85.3K | ﹤0.01% | 1366 |
|
|
2022
Q2 | $91K | Sell |
11,358
-40
| -0.4% | -$320 | ﹤0.01% | 1487 |
|
|
2022
Q1 | $133K | Hold |
11,398
| – | – | ﹤0.01% | 1056 |
|
|
2021
Q4 | $122K | Buy |
11,398
+100
| +0.9% | +$1.07K | ﹤0.01% | 1574 |
|
|
2021
Q3 | $113K | Hold |
11,298
| – | – | ﹤0.01% | 1087 |
|
|
2021
Q2 | $131K | Buy |
11,298
+350
| +3% | +$4.06K | ﹤0.01% | 1084 |
|
|
2021
Q1 | $102K | Hold |
10,948
| – | – | ﹤0.01% | 984 |
|
|
2020
Q4 | $68K | Sell |
10,948
-543
| -5% | -$3.37K | ﹤0.01% | 947 |
|
|
2020
Q3 | $52K | Sell |
11,491
-64
| -0.6% | -$290 | ﹤0.01% | 896 |
|
|
2020
Q2 | $83K | Sell |
11,555
-3,098
| -21% | -$22.3K | ﹤0.01% | 815 |
|
|
2020
Q1 | $57K | Buy |
14,653
+668
| +5% | +$2.6K | ﹤0.01% | 765 |
|
|
2019
Q4 | $286K | Buy |
13,985
+39
| +0.3% | +$798 | 0.01% | 672 |
|
|
2019
Q3 | $298K | Buy |
+13,946
| New | +$298K | 0.01% | 639 |
|
|
2019
Q2 | – | Sell |
-12,263
| Closed | -$286K | – | 673 |
|
|
2019
Q1 | $286K | Buy |
12,263
+563
| +5% | +$13.1K | 0.02% | 538 |
|
|
2018
Q4 | $216 | Buy |
11,700
+1,856
| +19% | +$34 | 0.01% | 573 |
|
|
2018
Q3 | $234K | Buy |
9,844
+52
| +0.5% | +$1.24K | 0.02% | 572 |
|
|
2018
Q2 | $212 | Buy |
+9,792
| New | +$212 | 0.02% | 502 |
|
|
2018
Q1 | – | Sell |
-9,686
| Closed | -$232K | – | 501 |
|
|
2017
Q4 | $232K | Buy |
9,686
+183
| +2% | +$4.38K | 0.03% | 365 |
|
|
2017
Q3 | $249K | Buy |
9,503
+4,042
| +74% | +$106K | 0.04% | 309 |
|
|
2017
Q2 | $169K | Buy |
+5,461
| New | +$169K | 0.03% | 342 |
|
|
2016
Q4 | – | Sell |
-6,394
| Closed | -$242K | – | 269 |
|
|
2016
Q3 | $242K | Buy |
+6,394
| New | +$242K | 0.08% | 186 |
|