U.S. Capital Wealth Advisors’s Genesis Energy GEL Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-11,500	Closed	-$117K	–	981
2022 Q4	$117K	Hold	11,500	–	–	0.01%	710
2022 Q3	$106K	Hold	11,500	–	–	0.01%	616
2022 Q2	$92K	Sell	11,500 -50	-0.4%	-$565	﹤0.01%	649
2022 Q1	$135K	Hold	11,550	–	–	﹤0.01%	683
2021 Q4	$124K	Hold	11,550	–	–	﹤0.01%	695
2021 Q3	$115K	Buy	+11,550	New	+$106K	0.01%	699

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

U.S. Capital Wealth Advisors's GEL Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Genesis Energy (GEL) in Q1 2023, closing a stake of 11,500 shares — an estimated $117K sold.

U.S. Capital Wealth Advisors first reported a position in GEL in Q3 2021 and held it in 6 quarters. The position peaked at $135K in Q1 2022. 112 funds tracked by Wall St. Rank hold GEL as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Genesis Energy position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 11,500 Genesis Energy shares in Q1 2023, an estimated $117K.
U.S. Capital Wealth Advisors first reported a position in Genesis Energy in Q3 2021 and held it in 6 quarters.
U.S. Capital Wealth Advisors's Genesis Energy position peaked at $135K in Q1 2022.
112 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.