Carret Asset Management’s Genesis Energy GEL Stock Holding History

Carret Asset Management’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 Q2	$567K	Buy	+40,000	New	+$642K	0.05%	213

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Carret Asset Management's GEL Position: Q2 2026 in Review

Carret Asset Management opened a new position in Genesis Energy (GEL) in Q2 2026: 40,000 shares worth $567K. The stake represents 0.05% of the portfolio and ranks #213 among its holdings.

118 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

Carret Asset Management held 40,000 shares of Genesis Energy worth $567K as of Q2 2026.
Genesis Energy was a new Carret Asset Management position in Q2 2026.
Genesis Energy made up 0.05% of Carret Asset Management's portfolio in Q2 2026, its #213 holding.
118 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on Carret Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.