Spire Wealth Management’s Genesis Energy GEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-751	Closed	-$10K	–	2471
2024 Q3	$10K	Buy	751 +9	+1%	+$123	﹤0.01%	1632
2024 Q2	$10.6K	Buy	742 +8	+1%	+$101	﹤0.01%	1618
2024 Q1	$8.16K	Buy	734 +10	+1%	+$114	﹤0.01%	1770
2023 Q4	$8.3K	Buy	724 +9	+1%	+$103	﹤0.01%	1808
2023 Q3	$7.38K	Buy	715 +11	+2%	+$108	﹤0.01%	1828
2023 Q2	$6.72K	Buy	704 +11	+2%	+$113	﹤0.01%	1921
2023 Q1	$7.8K	Buy	+693	New	+$7.79K	﹤0.01%	1927
2022 Q3	–	Sell	-1,015	Closed	-$8K	–	2340
2022 Q2	$8K	Buy	1,015 +10	+1%	+$113	﹤0.01%	1986
2022 Q1	$12K	Buy	1,005 +8	+0.8%	+$93	﹤0.01%	1970
2021 Q4	$11K	Buy	997 +7	+0.7%	+$78	﹤0.01%	2344
2021 Q3	$10K	Buy	990 +11	+1%	+$101	﹤0.01%	2094
2021 Q2	$11K	Sell	979 -2,393	-71%	-$24.2K	﹤0.01%	2077
2021 Q1	$31K	Buy	+3,372	New	+$25.6K	﹤0.01%	1957