Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Genesis Energy GEL Stock Holding History

Carson Wealth (CWM LLC)’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 		$80.6K Buy
4,519
+1,406
+45% +$24.3K ﹤0.01% 3441
2025
Q4 		$49K Buy
3,113
+7
+0.2% +$110 ﹤0.01% 3616
2025
Q3 		$52K Buy
3,106
+1,735
+127% +$29.1K ﹤0.01% 3502
2025
Q2 		$24K Buy
1,371
+7
+0.5% +$106 ﹤0.01% 3797
2025
Q1 		$21K Buy
1,364
+404
+42% +$4.92K ﹤0.01% 3629
2024
Q4 		$10K Buy
960
+3
+0.3% +$35 ﹤0.01% 3861
2024
Q3 		$13K Buy
957
+231
+32% +$3.15K ﹤0.01% 3622
2024
Q2 		$10K Buy
726
+2
+0.3% +$25 ﹤0.01% 3539
2024
Q1 		$8K Sell
724
-5,147
-88% -$58.8K ﹤0.01% 3452
2023
Q4 		$68K Sell
5,871
-1,847
-24% -$21.1K ﹤0.01% 1991
2023
Q3 		$80K Buy
7,718
+6,903
+847% +$68K ﹤0.01% 1765
2023
Q2 		$8K Buy
815
+604
+286% +$6.23K ﹤0.01% 3199
2023
Q1 		$2K Buy
211
+2
+1% +$22 ﹤0.01% 3649
2022
Q4 		$2K Buy
209
+3
+1% +$31 ﹤0.01% 3547
2022
Q3 		$2K Buy
206
+3
+1% +$31 ﹤0.01% 3459
2022
Q2 		$2K Buy
203
+3
+2% +$34 ﹤0.01% 3332
2022
Q1 		$2K Buy
+200
New +$2.33K ﹤0.01% 3172

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GEL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Genesis Energy (GEL) stake by 45% in Q1 2026, buying an estimated $24.3K and bringing the position to 4,519 shares worth $80.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3441.

Carson Wealth (CWM LLC) first reported a position in GEL in Q1 2022 and has held it in 17 quarters since. 121 funds tracked by Wall St. Rank hold GEL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,519 shares of Genesis Energy worth $80.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,406 Genesis Energy shares in Q1 2026, an estimated $24.3K.
  • Genesis Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3441 holding.
  • Carson Wealth (CWM LLC) first reported a position in Genesis Energy in Q1 2022 and has held it in 17 quarters since.
  • 121 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.