Advisory Services Network’s Genesis Energy GEL Stock Holding History

Advisory Services Network’s Portfolio GEL Stock Details GEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$463K	Hold	25,955	–	–	0.01%	1336
2025 Q4	$405K	Hold	25,955	–	–	0.01%	1321
2025 Q3	$434K	Hold	25,955	–	–	0.01%	1269
2025 Q2	$451K	Hold	25,955	–	–	0.01%	1209
2025 Q1	$407K	Hold	25,955	–	–	0.01%	1152
2024 Q4	$262K	Hold	25,955	–	–	﹤0.01%	1360
2024 Q3	$371K	Hold	25,955	–	–	0.01%	1112
2024 Q2	$371K	Hold	25,955	–	–	0.01%	1112
2024 Q1	$289K	Hold	25,955	–	–	0.01%	1168
2023 Q4	$301K	Hold	25,955	–	–	0.01%	1092
2023 Q3	$268K	Buy	25,955 +15,000	+137%	+$148K	0.01%	1181
2023 Q2	$105K	Buy	10,955 +10,000	+1,047%	+$103K	﹤0.01%	1370
2023 Q1	$10.8K	Hold	955	–	–	﹤0.01%	2841
2022 Q4	$9.75K	Buy	+955	New	+$9.82K	﹤0.01%	2869
2021 Q3	–	Sell	-505	Closed	-$6K	–	2114
2021 Q2	$6K	Buy	+505	New	+$5.1K	﹤0.01%	3001
2021 Q1	–	Sell	-505	Closed	-$3K	–	1932
2020 Q4	$3K	Buy	+505	New	+$2.87K	﹤0.01%	2879
2018 Q1	–	Sell	-1,450	Closed	-$32K	–	2640
2017 Q4	$32K	Sell	1,450 -624	-30%	-$14.4K	﹤0.01%	1449
2017 Q3	$55K	Hold	2,074	–	–	0.01%	1065
2017 Q2	$66K	Hold	2,074	–	–	0.01%	960
2017 Q1	$67K	Buy	+2,074	New	+$71.9K	0.01%	908
2016 Q3	$242K	Buy	6,379 +5,029	+373%	+$184K	0.05%	451
2016 Q2	$52K	Hold	1,350	–	–	0.01%	770
2016 Q1	$43K	Buy	+1,350	New	+$37.5K	0.01%	703

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Advisory Services Network's GEL Position: Q1 2026 in Review

Advisory Services Network held its Genesis Energy (GEL) position steady in Q1 2026 at 25,955 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #1336.

Advisory Services Network first reported a position in GEL in Q1 2016 and has held it in 23 quarters since. 121 funds tracked by Wall St. Rank hold GEL as of Q1 2026.

Advisory Services Network held 25,955 shares of Genesis Energy worth $463K as of Q1 2026.
Advisory Services Network left its Genesis Energy share count unchanged in Q1 2026.
Genesis Energy made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1336 holding.
Advisory Services Network first reported a position in Genesis Energy in Q1 2016 and has held it in 23 quarters since.
121 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.