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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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All positions including Genesis Energy held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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