Wealth Enhancement Advisory Services
GEL icon

Wealth Enhancement Advisory Services’s Genesis Energy GEL Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q4 		– Sell
-10,393
Closed -$139K – 3012
2024
Q3 		$139K Buy
+10,393
New +$142K ﹤0.01% 2504

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services's GEL Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of Genesis Energy (GEL) in Q4 2024, closing a stake of 10,393 shares — an estimated $139K sold.

Wealth Enhancement Advisory Services first reported a position in GEL in Q3 2024 and held it in 1 quarter. The position peaked at $139K in Q3 2024. 115 funds tracked by Wall St. Rank hold GEL as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining Genesis Energy position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,393 Genesis Energy shares in Q4 2024, an estimated $139K.
  • Wealth Enhancement Advisory Services first reported a position in Genesis Energy in Q3 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Genesis Energy position peaked at $139K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.