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Summit Financial’s Genesis Energy GEL Stock Holding History

Summit Financial’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
2026
Q1 		$3.75M Hold
210,497
– – 0.05% 389
2025
Q4 		$3.28M Hold
210,497
– – 0.05% 357
2025
Q3 		$3.52M Hold
210,497
– – 0.05% 335
2025
Q2 		$3.63M Hold
210,497
– – 0.08% 203
2025
Q1 		$3.3M Hold
210,497
– – 0.09% 189
2024
Q4 		$2.13M Buy
+210,497
New +$2.49M 0.07% 202

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WHG
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