BOK Financial’s Genesis Energy GEL Stock Holding History

BOK Financial’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	$8.91K	Buy	+500	New	+$8.65K	﹤0.01%	963
2025 Q4	–	Sell	-500	Closed	-$8.36K	–	1053
2025 Q3	$8.36K	Hold	500	–	–	﹤0.01%	1033
2025 Q2	$8.62K	Hold	500	–	–	﹤0.01%	974
2025 Q1	$7.84K	Hold	500	–	–	﹤0.01%	1001
2024 Q4	$5.17K	Hold	500	–	–	﹤0.01%	1035
2024 Q3	$6.78K	Hold	500	–	–	﹤0.01%	1033
2024 Q2	$7.16K	Hold	500	–	–	﹤0.01%	978
2024 Q1	$5.67K	Hold	500	–	–	﹤0.01%	994
2023 Q4	$5.79K	Hold	500	–	–	﹤0.01%	1002
2023 Q3	$5.54K	Sell	500 -618	-55%	-$6.09K	﹤0.01%	946
2023 Q2	$10.7K	Buy	1,118 +180	+19%	+$1.86K	﹤0.01%	920
2023 Q1	$10.6K	Buy	+938	New	+$10.6K	﹤0.01%	990
2014 Q3	–	Sell	-4,368	Closed	-$245K	–	883
2014 Q2	$245K	Buy	+4,368	New	+$241K	0.01%	836

Other funds holding GEL

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

Invesco Atlanta, Georgia $653B AUM 32.41% 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

Chickasaw Capital Management Memphis, Tennessee $2.83B AUM 15.14% 1-Year Est. Return

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