Corient Private Wealth
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Corient Private Wealth’s Genesis Energy GEL Stock Holding History

Corient Private Wealth’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 		– Sell
-110,000
Closed -$1.72M – 2918
2025
Q4 		$1.72M Buy
+110,000
New +$1.73M ﹤0.01% 1600
2024
Q3 		– Sell
-11,454
Closed -$164K – 2502
2024
Q2 		$164K Hold
11,454
– – ﹤0.01% 2151
2024
Q1 		$127K Hold
11,454
– – ﹤0.01% 2158
2023
Q4 		$133K Buy
11,454
+730
+7% +$8.36K ﹤0.01% 2128
2023
Q3 		$111K Buy
+10,724
New +$106K ﹤0.01% 2009

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

Corient Private Wealth's GEL Position: Q1 2026 in Review

Corient Private Wealth sold out of Genesis Energy (GEL) in Q1 2026, closing a stake of 110,000 shares — an estimated $1.72M sold.

Corient Private Wealth first reported a position in GEL in Q3 2023 and held it in 5 quarters. The position peaked at $1.72M in Q4 2025. 121 funds tracked by Wall St. Rank hold GEL as of Q1 2026.

  • Corient Private Wealth reported no remaining Genesis Energy position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 110,000 Genesis Energy shares in Q1 2026, an estimated $1.72M.
  • Corient Private Wealth first reported a position in Genesis Energy in Q3 2023 and held it in 5 quarters.
  • Corient Private Wealth's Genesis Energy position peaked at $1.72M in Q4 2025.
  • 121 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.