Steward Partners Investment Advisory’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $61.4K | Hold |
3,445
| – | – | ﹤0.01% | 2674 |
|
|
2025
Q4 | $53.7K | Hold |
3,445
| – | – | ﹤0.01% | 2630 |
|
|
2025
Q3 | $57.6K | Sell |
3,445
-1,100
| -24% | -$18.5K | ﹤0.01% | 2535 |
|
|
2025
Q2 | $78.3K | Hold |
4,545
| – | – | ﹤0.01% | 2247 |
|
|
2025
Q1 | $71.3K | Buy |
4,545
+3,295
| +264% | +$40.1K | ﹤0.01% | 2203 |
|
|
2024
Q4 | $12.6K | Sell |
1,250
-23,428
| -95% | -$277K | ﹤0.01% | 3002 |
|
|
2024
Q3 | $330K | Buy |
24,678
+1,938
| +9% | +$26.4K | ﹤0.01% | 1288 |
|
|
2024
Q2 | $325K | Buy |
22,740
+22,540
| +11,270% | +$285K | ﹤0.01% | 1245 |
|
|
2024
Q1 | $2.22K | Hold |
200
| – | – | ﹤0.01% | 3269 |
|
|
2023
Q4 | $2.32K | Hold |
200
| – | – | ﹤0.01% | 3176 |
|
|
2023
Q3 | $2.06K | Hold |
200
| – | – | ﹤0.01% | 3080 |
|
|
2023
Q2 | $1.91K | Hold |
200
| – | – | ﹤0.01% | 3030 |
|
|
2023
Q1 | $2.25K | Buy |
200
+150
| +300% | +$1.69K | ﹤0.01% | 2994 |
|
|
2022
Q4 | $511 | Hold |
50
| – | – | ﹤0.01% | 3192 |
|
|
2022
Q3 | $0 | Buy |
+50
| New | +$508 | ﹤0.01% | 3281 |
|
|
2021
Q2 | – | Sell |
-1,487
| Closed | -$13.9K | – | 7208 |
|
|
2021
Q1 | $13.9K | Buy |
1,487
+309
| +26% | +$2.34K | ﹤0.01% | 2644 |
|
|
2020
Q4 | $7K | Buy |
1,178
+4
| +0.3% | +$23 | ﹤0.01% | 2412 |
|
|
2020
Q3 | $5K | Sell |
1,174
-1,146
| -49% | -$6.71K | ﹤0.01% | 2361 |
|
|
2020
Q2 | $17K | Buy |
2,320
+5
| +0.2% | +$34 | ﹤0.01% | 1829 |
|
|
2020
Q1 | $9K | Buy |
2,315
+4
| +0.2% | +$55 | ﹤0.01% | 1898 |
|
|
2019
Q4 | $47K | Hold |
2,311
| – | – | ﹤0.01% | 1420 |
|
|
2019
Q3 | $49K | Hold |
2,311
| – | – | ﹤0.01% | 1360 |
|
|
2019
Q2 | $50K | Sell |
2,311
-9,761
| -81% | -$218K | ﹤0.01% | 1335 |
|
|
2019
Q1 | $281K | Sell |
12,072
-861
| -7% | -$18.6K | 0.01% | 657 |
|
|
2018
Q4 | $238K | Sell |
12,933
-233
| -2% | -$5.24K | 0.01% | 656 |
|
|
2018
Q3 | $313K | Buy |
13,166
+1,341
| +11% | +$31.6K | 0.01% | 611 |
|
|
2018
Q2 | $259K | Buy |
11,825
+9,366
| +381% | +$204K | 0.02% | 596 |
|
|
2018
Q1 | $48K | Buy |
+2,459
| New | +$53.7K | ﹤0.01% | 1017 |
|
Other funds holding GEL
AA
CCM
WHG