RE Dickinson Investment Advisors’s Genesis Energy GEL Stock Holding History

RE Dickinson Investment 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 Q4	$1.2K	Buy	118 +2	+2%	+$24	﹤0.01%	231
2024 Q3	$1.55K	Buy	116 +1	+0.9%	+$14	﹤0.01%	213
2024 Q2	$1.64K	Buy	115 +2	+2%	+$25	﹤0.01%	206
2024 Q1	$1K	Buy	113 +1	+0.9%	+$11	﹤0.01%	208
2023 Q4	$1K	Buy	112 +2	+2%	+$23	﹤0.01%	217
2023 Q3	$1K	Buy	110 +1	+0.9%	+$10	﹤0.01%	252
2023 Q2	$1K	Buy	109 +2	+2%	+$21	﹤0.01%	362
2023 Q1	$1K	Buy	107 +1	+0.9%	+$11	﹤0.01%	383
2022 Q4	$1K	Buy	106 +2	+2%	+$21	﹤0.01%	367
2022 Q3	$1K	Buy	104 +1	+1%	+$10	﹤0.01%	240
2022 Q2	$1K	Buy	103 +2	+2%	+$23	﹤0.01%	272
2022 Q1	$1K	Buy	101 +1	+1%	+$12	﹤0.01%	271
2021 Q4	$1K	Buy	+100	New	+$1.11K	﹤0.01%	280

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RE Dickinson Investment Advisors's GEL Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Genesis Energy (GEL) stake by 1.7% in Q4 2024, buying an estimated $24 and bringing the position to 118 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

RE Dickinson Investment Advisors first reported a position in GEL in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.64K in Q2 2024. 115 funds tracked by Wall St. Rank hold GEL as of Q4 2024.

RE Dickinson Investment Advisors held 118 shares of Genesis Energy worth $1.2K as of Q4 2024.
RE Dickinson Investment Advisors bought 2 Genesis Energy shares in Q4 2024, an estimated $24.
Genesis Energy made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #231 holding.
RE Dickinson Investment Advisors first reported a position in Genesis Energy in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Genesis Energy position peaked at $1.64K in Q2 2024.
115 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.