Claro Advisors’s Genesis Energy GEL Stock Holding History

Claro Advisors’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 Q3	$351K	Hold	25,500	–	–	0.03%	368
2026 Q2	$361K	Hold	25,500	–	–	0.04%	353
2026 Q1	$455K	Hold	25,500	–	–	0.05%	263
2025 Q4	$398K	Hold	25,500	–	–	0.05%	270
2025 Q3	$426K	Hold	25,500	–	–	0.06%	254
2025 Q2	$439K	Buy	+25,500	New	+$387K	0.07%	224

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Claro Advisors's GEL Position: Q3 2026 in Review

Claro Advisors held its Genesis Energy (GEL) position steady in Q3 2026 at 25,500 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #368.

Claro Advisors first reported a position in GEL in Q2 2025 and has held it in 6 quarters since. The position peaked at $455K in Q1 2026. 37 funds tracked by Wall St. Rank hold GEL as of Q3 2026.

Claro Advisors held 25,500 shares of Genesis Energy worth $351K as of Q3 2026.
Claro Advisors left its Genesis Energy share count unchanged in Q3 2026.
Genesis Energy made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #368 holding.
Claro Advisors first reported a position in Genesis Energy in Q2 2025 and has held it in 6 quarters since.
Claro Advisors's Genesis Energy position peaked at $455K in Q1 2026.
37 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.