Genesis Energy shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Genesis Energy (GEL) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Genesis Energy
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Quarterly reported holdings in Genesis Energy by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $280k | 17k | 16.53 |
| 2025-03-31 | $265k | 17k | 15.69 |
| 2024-12-31 | $177k | 17k | 10.53 |
| 2024-09-30 | $225k | 17k | 13.37 |
| 2024-06-30 | $241k | 17k | 14.31 |
| 2024-03-31 | $187k | 17k | 11.12 |
| 2023-12-31 | $195k | 17k | 11.58 |
| 2023-09-30 | $193k | 17k | 11.48 |
| 2023-06-30 | $159k | 17k | 9.55 |
| 2023-03-31 | $187k | 17k | 11.26 |
| 2022-12-31 | $170k | 17k | 10.21 |
| 2022-09-30 | $190k | 17k | 11.44 |
| 2022-06-30 | $138k | 17k | 8.31 |
| 2022-03-31 | $136k | 12k | 11.71 |
| 2021-12-31 | $134k | 12k | 11.54 |
| 2021-09-30 | $116k | 12k | 9.99 |
| 2021-06-30 | $135k | 12k | 11.62 |
| 2021-03-31 | $72k | 12k | 6.20 |
| 2020-12-31 | $52k | 12k | 4.48 |
| 2020-09-30 | $50k | 12k | 4.31 |
| 2020-06-30 | $73k | 12k | 6.29 |
| 2020-03-31 | $48k | 12k | 4.13 |
More positions owned by Summit Financial Wealth Advisors
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