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Summit Financial Wealth Advisors, LLC → GEL
Summit Financial Wealth Advisors, LLC GEL Position History
Genesis Energy, L.P. • Energy
Quarters held
4
Latest value
$229K
Q3 2026
Peak value
$296K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $264K |
| Q1 2026 | $296K |
| Q2 2026 | $235K |
| Q3 2026 | $229K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $229K | 16.6K | — | — |
| Q2 2026 | $235K | 16.6K | — | — |
| Q1 2026 | $296K | 16.6K | — | — |
| Q4 2025 | $264K | 16.9K | — | — |
Other funds holding GEL
$462.3M
$401.4M
$388.6M
$352.8M
$352M
$66.5M