Valeo Financial Advisors’s Genesis Energy GEL Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-514	Closed	-$5K	–	1017
2021 Q1	$5K	Hold	514	–	–	﹤0.01%	1556
2020 Q4	$3K	Buy	514 +14	+3%	+$80	﹤0.01%	1463
2020 Q3	$2K	Hold	500	–	–	﹤0.01%	1403
2020 Q2	$4K	Hold	500	–	–	﹤0.01%	1584
2020 Q1	$2K	Hold	500	–	–	﹤0.01%	1527
2019 Q4	$10K	Hold	500	–	–	﹤0.01%	1106
2019 Q3	$11K	Hold	500	–	–	﹤0.01%	1002
2019 Q2	$11K	Hold	500	–	–	﹤0.01%	996
2019 Q1	$12K	Hold	500	–	–	﹤0.01%	922
2018 Q4	$9K	Hold	500	–	–	﹤0.01%	905
2018 Q3	$11K	Hold	500	–	–	﹤0.01%	938
2018 Q2	$12K	Buy	500 +200	+67%	+$4.35K	﹤0.01%	900
2018 Q1	$6K	Hold	300	–	–	﹤0.01%	1072
2017 Q4	$7K	Hold	300	–	–	﹤0.01%	906
2017 Q3	$8K	Buy	+300	New	+$8.52K	﹤0.01%	754

Other funds holding GEL

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

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

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

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

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

CCM

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

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

Valeo Financial Advisors's GEL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Genesis Energy (GEL) in Q2 2021, closing a stake of 514 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in GEL in Q3 2017 and held it in 15 quarters. The position peaked at $12K in Q1 2019. 127 funds tracked by Wall St. Rank hold GEL as of Q2 2021.

Valeo Financial Advisors reported no remaining Genesis Energy position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 514 Genesis Energy shares in Q2 2021, an estimated $5K.
Valeo Financial Advisors first reported a position in Genesis Energy in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Genesis Energy position peaked at $12K in Q1 2019.
127 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.