F/M Investments’s Genesis Energy GEL Stock Holding History

F/M Investments’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 Q2	$162K	Sell	11,400 -670	-6%	-$10.8K	0.01%	352
2026 Q1	$215K	Hold	12,070	–	–	0.01%	325
2025 Q4	$188K	Hold	12,070	–	–	0.01%	426
2025 Q3	$202K	Hold	12,070	–	–	0.01%	410
2025 Q2	$208K	Hold	12,070	–	–	0.01%	394
2025 Q1	$189K	Hold	12,070	–	–	0.01%	389
2024 Q4	$122K	Buy	+12,070	New	+$143K	﹤0.01%	398

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

F/M Investments's GEL Position: Q2 2026 in Review

F/M Investments reduced its Genesis Energy (GEL) stake by 5.6% in Q2 2026, selling an estimated $10.8K and leaving 11,400 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #352.

F/M Investments first reported a position in GEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $215K in Q1 2026. 118 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

F/M Investments held 11,400 shares of Genesis Energy worth $162K as of Q2 2026.
F/M Investments sold 670 Genesis Energy shares in Q2 2026, an estimated $10.8K.
Genesis Energy made up 0.01% of F/M Investments's portfolio in Q2 2026, its #352 holding.
F/M Investments first reported a position in Genesis Energy in Q4 2024 and has held it in 7 quarters since.
F/M Investments's Genesis Energy position peaked at $215K in Q1 2026.
118 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.