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Nordwand Advisors’s Genesis Energy GEL Stock Holding History

Nordwand 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
2024
Q2 		– Sell
-9,000
Closed -$100K – 160
2024
Q1 		$100K Hold
9,000
– – 0.04% 58
2023
Q4 		$104K Sell
9,000
-9,000
-50% -$103K 0.03% 54
2023
Q3 		$186K Buy
+18,000
New +$177K 0.04% 42

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 ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nordwand Advisors's GEL Position: Q2 2024 in Review

Nordwand Advisors sold out of Genesis Energy (GEL) in Q2 2024, closing a stake of 9,000 shares — an estimated $100K sold.

Nordwand Advisors first reported a position in GEL in Q3 2023 and held it in 3 quarters. The position peaked at $186K in Q3 2023. 114 funds tracked by Wall St. Rank hold GEL as of Q2 2024.

  • Nordwand Advisors reported no remaining Genesis Energy position as of Q2 2024 after selling out during the quarter.
  • Nordwand Advisors sold 9,000 Genesis Energy shares in Q2 2024, an estimated $100K.
  • Nordwand Advisors first reported a position in Genesis Energy in Q3 2023 and held it in 3 quarters.
  • Nordwand Advisors's Genesis Energy position peaked at $186K in Q3 2023.
  • 114 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2024.

Based on Nordwand Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.