Douglass Winthrop Advisors’s Genesis Energy GEL Stock Holding History

Douglass Winthrop 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	$624K	Hold	35,000	–	–	0.01%	193
2025 Q4	$546K	Hold	35,000	–	–	0.01%	208
2025 Q3	$585K	Hold	35,000	–	–	0.01%	194
2025 Q2	$603K	Hold	35,000	–	–	0.01%	180
2025 Q1	$549K	Hold	35,000	–	–	0.01%	182
2024 Q4	$354K	Hold	35,000	–	–	0.01%	235
2024 Q3	$468K	Hold	35,000	–	–	0.01%	206
2024 Q2	$501K	Sell	35,000 -5,000	-13%	-$63.3K	0.01%	193
2024 Q1	$445K	Hold	40,000	–	–	0.01%	203
2023 Q4	$463K	Hold	40,000	–	–	0.01%	181
2023 Q3	$413K	Hold	40,000	–	–	0.01%	175
2023 Q2	$382K	Hold	40,000	–	–	0.01%	189
2023 Q1	$450K	Buy	+40,000	New	+$450K	0.01%	182

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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 New York $761B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

Chickasaw Capital Management Memphis, Tennessee $2.83B AUM 15.14% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return