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Spire Wealth Management’s Genesis Energy GEL Stock Holding History

Spire Wealth Management’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 		– 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

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Spire Wealth Management's GEL Position: Q4 2024 in Review

Spire Wealth Management sold out of Genesis Energy (GEL) in Q4 2024, closing a stake of 751 shares — an estimated $10K sold.

Spire Wealth Management first reported a position in GEL in Q1 2021 and held it in 13 quarters. The position peaked at $31K in Q1 2021. 115 funds tracked by Wall St. Rank hold GEL as of Q4 2024.

  • Spire Wealth Management reported no remaining Genesis Energy position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 751 Genesis Energy shares in Q4 2024, an estimated $10K.
  • Spire Wealth Management first reported a position in Genesis Energy in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's Genesis Energy position peaked at $31K in Q1 2021.
  • 115 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.