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Genesis Energy shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Genesis Energy (GEL) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Genesis Energy

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All positions including Genesis Energy held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Genesis Energy by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $60k 6.0k 10.00
2024-09-30 $80k 6.0k 13.33
2024-06-30 $85k 6.0k 14.17
2024-03-31 $67k 6.0k 11.17
2023-12-31 $69k 6.0k 11.50
2023-09-30 $61k 6.0k 10.17
2023-06-30 $114k 12k 9.50

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Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Efficient Wealth Management

Top funds holding Genesis Energy

ALPS Advisors
Invesco
Mirae Asset Global Etfs Holdings
Jpmorgan Chase & Co
RR Advisors
Chickasaw Capital Management
Morgan Stanley
Westwood Holdings
Goldman Sachs Group
Creative Planning
ClearBridge Advisors
Leucadia National Corporation
Natixis
UBS Group
ING Groep

View all funds holding Genesis Energy