Summit Financial’s Genesis Energy GEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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 +$2.13M 0.07% 202