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
2026 Q1	$296K	Sell	16,613 -300	-2%	-$5.19K	0.04%	156
2025 Q4	$264K	Hold	16,913	–	–	0.04%	159
2025 Q3	$280K	Hold	16,913	–	–	0.04%	144
2025 Q2	$291K	Hold	16,913	–	–	0.05%	134
2025 Q1	$265K	Buy	16,913 +100	+0.6%	+$1.22K	0.05%	123
2024 Q4	$177K	Hold	16,813	–	–	0.03%	149
2024 Q3	$225K	Hold	16,813	–	–	0.04%	136
2024 Q2	$241K	Hold	16,813	–	–	0.05%	122
2024 Q1	$187K	Hold	16,813	–	–	0.04%	132
2023 Q4	$195K	Hold	16,813	–	–	0.04%	122
2023 Q3	$193K	Buy	16,813 +200	+1%	+$1.97K	0.05%	114
2023 Q2	$159K	Hold	16,613	–	–	0.04%	120
2023 Q1	$187K	Hold	16,613	–	–	0.04%	121
2022 Q4	$170K	Hold	16,613	–	–	0.04%	124
2022 Q3	$190K	Hold	16,613	–	–	0.05%	116
2022 Q2	$138K	Buy	16,613 +5,000	+43%	+$56.5K	0.03%	128
2022 Q1	$136K	Hold	11,613	–	–	0.03%	126
2021 Q4	$134K	Hold	11,613	–	–	0.03%	136
2021 Q3	$116K	Hold	11,613	–	–	0.03%	129
2021 Q2	$135K	Hold	11,613	–	–	0.03%	123
2021 Q1	$72K	Hold	11,613	–	–	0.02%	114
2020 Q4	$52K	Hold	11,613	–	–	0.01%	101
2020 Q3	$50K	Hold	11,613	–	–	0.01%	119
2020 Q2	$73K	Hold	11,613	–	–	0.02%	118
2020 Q1	$48K	Buy	+11,613	New	+$160K	0.02%	118