Summit Financial Wealth Advisors, LLC
Holdings in GEL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $263,842 | 16,913 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $282,616 | 16,913 | Shares | Sole | 2025-10-03 |
| 2025-06-30 | $291,410 | 16,913 | Shares | Sole | 2025-09-29 |
| 2025-03-31 | $265,364 | 16,913 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $169,979 | 16,813 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $224,789 | 16,813 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $240,594 | 16,813 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $186,960 | 16,813 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $194,694 | 16,813 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $173,510 | 16,813 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $158,654 | 16,613 | Shares | Sole | 2023-07-12 |
| 2023-03-31 | $187,062 | 16,613 | Shares | Sole | 2023-04-10 |
| 2022-12-31 | $169,618 | 16,613 | Shares | Sole | 2023-01-17 |
| 2022-09-30 | $152,839 | 16,613 | Shares | Sole | 2022-10-28 |
| 2022-06-30 | $133,236 | 16,613 | Shares | Sole | 2022-07-26 |
| 2022-03-31 | $135,988 | 11,613 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $124,375 | 11,613 | Shares | Sole | 2022-01-12 |
| 2021-09-30 | $115,781 | 11,613 | Shares | Sole | 2021-11-05 |
| 2021-06-30 | $134,826 | 11,613 | Shares | Sole | 2021-08-09 |
| 2021-03-31 | $108,465 | 11,613 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $72,116 | 11,613 | Shares | Sole | 2021-01-11 |
| 2020-09-30 | $52,258 | 11,613 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $83,845 | 11,613 | Shares | Sole | 2020-07-16 |
| 2020-03-31 | $45,522 | 11,613 | Shares | Sole | 2020-04-29 |