Cetera Investment Advisers
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Cetera Investment Advisers’s Genesis Energy GEL Stock Holding History

Cetera Investment Advisers’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 		$389K Buy
21,838
+1,371
+7% +$23.7K ﹤0.01% 3745
2025
Q4 		$319K Sell
20,467
-475
-2% -$7.46K ﹤0.01% 3853
2025
Q3 		$350K Buy
20,942
+3,399
+19% +$57.1K ﹤0.01% 3707
2025
Q2 		$302K Buy
17,543
+5,267
+43% +$79.8K ﹤0.01% 3395
2025
Q1 		$193K Buy
+12,276
New +$150K ﹤0.01% 3619

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Cetera Investment Advisers's GEL Position: Q1 2026 in Review

Cetera Investment Advisers increased its Genesis Energy (GEL) stake by 6.7% in Q1 2026, buying an estimated $23.7K and bringing the position to 21,838 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #3745.

Cetera Investment Advisers first reported a position in GEL in Q1 2025 and has held it in 5 quarters since. 121 funds tracked by Wall St. Rank hold GEL as of Q1 2026.

  • Cetera Investment Advisers held 21,838 shares of Genesis Energy worth $389K as of Q1 2026.
  • Cetera Investment Advisers bought 1,371 Genesis Energy shares in Q1 2026, an estimated $23.7K.
  • Genesis Energy made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3745 holding.
  • Cetera Investment Advisers first reported a position in Genesis Energy in Q1 2025 and has held it in 5 quarters since.
  • 121 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.