Ameriprise

Ameriprise’s Genesis Energy GEL Stock Holding History

Ameriprise’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
2025 Q2	–	Sell	-14,461	Closed	-$227K	–	4028
2025 Q1	$227K	Buy	14,461 +1,969	+16%	+$24K	﹤0.01%	3754
2024 Q4	$126K	Buy	+12,492	New	+$148K	﹤0.01%	3927
2017 Q2	–	Sell	-58,355	Closed	-$1.89M	–	3756
2017 Q1	$1.89M	Buy	58,355 +399	+0.7%	+$13.8K	﹤0.01%	2598
2016 Q4	$2.09M	Sell	57,956 -2,350	-4%	-$82.1K	﹤0.01%	2602
2016 Q3	$2.29M	Buy	+60,306	New	+$2.21M	﹤0.01%	2503
2016 Q2	–	Sell	-8,651	Closed	-$275K	–	3806
2016 Q1	$275K	Buy	+8,651	New	+$241K	﹤0.01%	3403
2014 Q4	–	Sell	-5,327	Closed	-$280K	–	3981
2014 Q3	$280K	Sell	5,327 -2,439	-31%	-$132K	﹤0.01%	3257
2014 Q2	$435K	Buy	7,766 +2,075	+36%	+$115K	﹤0.01%	3042
2014 Q1	$308K	Buy	5,691 +46	+0.8%	+$2.48K	﹤0.01%	3095
2013 Q4	$297K	Buy	5,645 +531	+10%	+$26.9K	﹤0.01%	3014
2013 Q3	$256K	Sell	5,114 -808	-14%	-$40.7K	﹤0.01%	3083
2013 Q2	$307K	Buy	+5,922	New	+$293K	﹤0.01%	2948

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

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

JP Morgan Chase

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

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

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

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

Creative Planning

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

ClearBridge Investments

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

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return