Bank of Montreal’s Genesis Energy GEL Stock Holding History

Bank of Montreal’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
2020 Q1	–	Sell	-250,000	Closed	-$5.12M	–	4309
2019 Q4	$5.12M	Buy	+250,000	New	+$5.03M	﹤0.01%	1337

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Bank of Montreal's GEL Position: Q3 2025 in Review

Bank of Montreal sold out of Genesis Energy (GEL) in Q3 2025, closing a stake of 14,565 shares — an estimated $251K sold.

Bank of Montreal first reported a position in GEL in Q2 2013 and held it in 37 quarters. The position peaked at $45.4M in Q1 2015. 119 funds tracked by Wall St. Rank hold GEL as of Q3 2025.

Bank of Montreal reported no remaining Genesis Energy position as of Q3 2025 after selling out during the quarter.
Bank of Montreal sold 14,565 Genesis Energy shares in Q3 2025, an estimated $251K.
Bank of Montreal first reported a position in Genesis Energy in Q2 2013 and held it in 37 quarters.
Bank of Montreal's Genesis Energy position peaked at $45.4M in Q1 2015.
119 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.