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 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 $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Claro Advisors's GEL Position: Q1 2026 in Review

Claro Advisors held its Genesis Energy (GEL) position steady in Q1 2026 at 25,500 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #263.

Claro Advisors first reported a position in GEL in Q2 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold GEL as of Q1 2026.

Claro Advisors held 25,500 shares of Genesis Energy worth $455K as of Q1 2026.
Claro Advisors left its Genesis Energy share count unchanged in Q1 2026.
Genesis Energy made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #263 holding.
Claro Advisors first reported a position in Genesis Energy in Q2 2025 and has held it in 4 quarters since.
121 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.