BBR Partners’s Genesis Energy GEL Stock Holding History

BBR Partners’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	-58,703	Closed	-$921K	–	250
2025 Q1	$921K	Buy	58,703 +120	+0.2%	+$1.46K	0.07%	101
2024 Q4	$592K	Buy	58,583 +10,122	+21%	+$120K	0.04%	129
2024 Q3	$648K	Buy	+48,461	New	+$660K	0.05%	109
2020 Q3	–	Sell	-18,000	Closed	-$130K	–	187
2020 Q2	$130K	Hold	18,000	–	–	0.02%	161
2020 Q1	$71K	Hold	18,000	–	–	0.01%	147
2019 Q4	$369K	Hold	18,000	–	–	0.04%	130
2019 Q3	$386K	Hold	18,000	–	–	0.06%	86
2019 Q2	$394K	Hold	18,000	–	–	0.06%	81
2019 Q1	$419K	Hold	18,000	–	–	0.05%	96
2018 Q4	$332K	Hold	18,000	–	–	0.04%	110
2018 Q3	$428K	Hold	18,000	–	–	0.06%	71
2018 Q2	$394K	Hold	18,000	–	–	0.07%	70
2018 Q1	$355K	Hold	18,000	–	–	0.06%	67
2017 Q4	$402K	Hold	18,000	–	–	0.08%	47
2017 Q3	$474K	Hold	18,000	–	–	0.1%	30
2017 Q2	$571K	Hold	18,000	–	–	0.12%	29
2017 Q1	$584K	Hold	18,000	–	–	0.13%	30
2016 Q4	$648K	Hold	18,000	–	–	0.11%	33
2016 Q3	$683K	Hold	18,000	–	–	0.11%	33
2016 Q2	$691K	Sell	18,000 -1,036	-5%	-$36.3K	0.12%	29
2016 Q1	$605K	Buy	+19,036	New	+$529K	0.1%	28
2015 Q2	–	Sell	-4,649	Closed	-$219K	–	77
2015 Q1	$219K	Buy	+4,649	New	+$207K	0.03%	67

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

BBR Partners's GEL Position: Q2 2025 in Review

BBR Partners sold out of Genesis Energy (GEL) in Q2 2025, closing a stake of 58,703 shares — an estimated $921K sold.

BBR Partners first reported a position in GEL in Q1 2015 and held it in 22 quarters. The position peaked at $921K in Q1 2025. 120 funds tracked by Wall St. Rank hold GEL as of Q2 2025.

BBR Partners reported no remaining Genesis Energy position as of Q2 2025 after selling out during the quarter.
BBR Partners sold 58,703 Genesis Energy shares in Q2 2025, an estimated $921K.
BBR Partners first reported a position in Genesis Energy in Q1 2015 and held it in 22 quarters.
BBR Partners's Genesis Energy position peaked at $921K in Q1 2025.
120 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2025.

Based on BBR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.