Creative Planning’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $55.4M | Buy |
3,105,883
+200
| +0% | +$3.46K | 0.04% | 202 |
|
|
2025
Q4 | $48.4M | Sell |
3,105,683
-171
| -0% | -$2.68K | 0.03% | 207 |
|
|
2025
Q3 | $51.9M | Sell |
3,105,854
-200
| -0% | -$3.36K | 0.04% | 181 |
|
|
2025
Q2 | $53.5M | Buy |
3,106,054
+600
| +0% | +$9.1K | 0.05% | 160 |
|
|
2025
Q1 | $48.7M | Hold |
3,105,454
| – | – | 0.05% | 160 |
|
|
2024
Q4 | $31.4M | Hold |
3,105,454
| – | – | 0.03% | 215 |
|
|
2024
Q3 | $41.5M | Buy |
3,105,454
+59,263
| +2% | +$807K | 0.04% | 168 |
|
|
2024
Q2 | $43.6M | Buy |
+3,046,191
| New | +$38.5M | 0.05% | 155 |
|
|
2020
Q3 | – | Sell |
-10,957
| Closed | -$79K | – | 2192 |
|
|
2020
Q2 | $79K | Sell |
10,957
-3,154
| -22% | -$21.4K | ﹤0.01% | 1700 |
|
|
2020
Q1 | $55K | Sell |
14,111
-89,978
| -86% | -$1.24M | ﹤0.01% | 1619 |
|
|
2019
Q4 | $2.13M | Sell |
104,089
-4,900
| -4% | -$98.7K | 0.01% | 493 |
|
|
2019
Q3 | $2.34M | Sell |
108,989
-4,994
| -4% | -$108K | 0.01% | 447 |
|
|
2019
Q2 | $2.5M | Sell |
113,983
-673
| -0.6% | -$15K | 0.01% | 438 |
|
|
2019
Q1 | $2.67M | Sell |
114,656
-9,159
| -7% | -$198K | 0.01% | 392 |
|
|
2018
Q4 | $2.29M | Sell |
123,815
-10,851
| -8% | -$244K | 0.01% | 398 |
|
|
2018
Q3 | $3.2M | Sell |
134,666
-1,603
| -1% | -$37.7K | 0.01% | 367 |
|
|
2018
Q2 | $2.99M | Sell |
136,269
-18,782
| -12% | -$408K | 0.01% | 377 |
|
|
2018
Q1 | $3.06M | Sell |
155,051
-120,432
| -44% | -$2.63M | 0.01% | 359 |
|
|
2017
Q4 | $6.16M | Sell |
275,483
-12,872
| -4% | -$298K | 0.03% | 199 |
|
|
2017
Q3 | $7.6M | Sell |
288,355
-16,223
| -5% | -$461K | 0.04% | 173 |
|
|
2017
Q2 | $9.66M | Sell |
304,578
-6,337
| -2% | -$198K | 0.05% | 143 |
|
|
2017
Q1 | $10.1M | Buy |
310,915
+32,099
| +12% | +$1.11M | 0.06% | 132 |
|
|
2016
Q4 | $10M | Buy |
278,816
+14,210
| +5% | +$496K | 0.06% | 125 |
|
|
2016
Q3 | $10M | Buy |
264,606
+50,439
| +24% | +$1.85M | 0.06% | 115 |
|
|
2016
Q2 | $8.22M | Buy |
214,167
+18,342
| +9% | +$642K | 0.06% | 119 |
|
|
2016
Q1 | $6.22M | Buy |
195,825
+68,588
| +54% | +$1.91M | 0.05% | 140 |
|
|
2015
Q4 | $4.67M | Buy |
127,237
+117,651
| +1,227% | +$4.56M | 0.04% | 169 |
|
|
2015
Q3 | $368K | Sell |
9,586
-1,300
| -12% | -$56.1K | ﹤0.01% | 870 |
|
|
2015
Q2 | $478K | Buy |
10,886
+560
| +5% | +$26.4K | ﹤0.01% | 674 |
|
|
2015
Q1 | $485K | Buy |
10,326
+563
| +6% | +$25K | ﹤0.01% | 751 |
|
|
2014
Q4 | $414K | Buy |
9,763
+4,801
| +97% | +$221K | ﹤0.01% | 766 |
|
|
2014
Q3 | $261K | Hold |
4,962
| – | – | ﹤0.01% | 934 |
|
|
2014
Q2 | $278K | Sell |
4,962
-500
| -9% | -$27.6K | ﹤0.01% | 871 |
|
|
2014
Q1 | $296K | Sell |
5,462
-1,251
| -19% | -$67.5K | ﹤0.01% | 826 |
|
|
2013
Q4 | $353K | Buy |
6,713
+875
| +15% | +$44.3K | 0.01% | 630 |
|
|
2013
Q3 | $292K | Buy |
5,838
+796
| +16% | +$40.1K | 0.01% | 611 |
|
|
2013
Q2 | $261K | Buy |
+5,042
| New | +$250K | 0.01% | 600 |
|
Other funds holding GEL
AA
CCM
WHG
MHI
Creative Planning's GEL Position: Q1 2026 in Review
Creative Planning increased its Genesis Energy (GEL) stake by 0.01% in Q1 2026, buying an estimated $3.46K and bringing the position to 3,105,883 shares worth $55.4M. The position accounts for 0.04% of the portfolio, ranked #202.
Creative Planning first reported a position in GEL in Q2 2013 and has held it in 37 quarters since. 121 funds tracked by Wall St. Rank hold GEL as of Q1 2026.
- Creative Planning held 3,105,883 shares of Genesis Energy worth $55.4M as of Q1 2026.
- Creative Planning bought 200 Genesis Energy shares in Q1 2026, an estimated $3.46K.
- Genesis Energy made up 0.04% of Creative Planning's portfolio in Q1 2026, its #202 holding.
- Creative Planning first reported a position in Genesis Energy in Q2 2013 and has held it in 37 quarters since.
- 121 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.