Summit Financial Wealth Advisors’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $280K | Hold |
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|
2025
Q2 | $291K | Hold |
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|
2025
Q1 | $265K | Buy |
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|
2024
Q4 | $177K | Hold |
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|
2024
Q3 | $225K | Hold |
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|
2024
Q2 | $241K | Hold |
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|
2024
Q1 | $187K | Hold |
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|
2023
Q4 | $195K | Hold |
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|
2023
Q3 | $193K | Buy |
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|
2023
Q2 | $159K | Hold |
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|
2023
Q1 | $187K | Hold |
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|
2022
Q4 | $170K | Hold |
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|
2022
Q3 | $190K | Hold |
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|
2022
Q2 | $138K | Buy |
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|
2022
Q1 | $136K | Hold |
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|
2021
Q4 | $134K | Hold |
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|
2021
Q3 | $116K | Hold |
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|
2021
Q2 | $135K | Hold |
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|
2021
Q1 | $72K | Hold |
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|
2020
Q4 | $52K | Hold |
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|
2020
Q3 | $50K | Hold |
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|
2020
Q2 | $73K | Hold |
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|
2020
Q1 | $48K | Buy |
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