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Financial Advocates Investment Management’s Genesis Energy GEL Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-22,159
Closed -$382K – 263
2025
Q2 		$382K Sell
22,159
-8,887
-29% -$135K 0.03% 432
2025
Q1 		$487K Buy
31,046
+8,060
+35% +$98.2K 0.03% 430
2024
Q4 		$232K Buy
22,986
+884
+4% +$10.4K 0.01% 667
2024
Q3 		$295K Buy
22,102
+6
+0% +$82 0.02% 600
2024
Q2 		$316K Buy
22,096
+6
+0% +$76 0.02% 564
2024
Q1 		$246K Buy
22,090
+6
+0% +$69 0.01% 664
2023
Q4 		$256K Buy
22,084
+6
+0% +$69 0.02% 614
2023
Q3 		$228K Buy
22,078
+7
+0% +$69 0.02% 613
2023
Q2 		$211K Buy
22,071
+414
+2% +$4.27K 0.02% 634
2023
Q1 		$244K Buy
21,657
+6
+0% +$67 0.02% 619
2022
Q4 		$221K Buy
21,651
+611
+3% +$6.28K 0.02% 654
2022
Q3 		$194K Buy
21,040
+425
+2% +$4.32K 0.02% 696
2022
Q2 		$165K Sell
20,615
-1,701
-8% -$19.2K 0.01% 637
2022
Q1 		$261K Buy
22,316
+2,226
+11% +$26K 0.02% 614
2021
Q4 		$215K Hold
20,090
– – 0.01% 715
2021
Q3 		$200K Buy
20,090
+1,319
+7% +$12.1K 0.01% 709
2021
Q2 		$218K Hold
18,771
– – 0.01% 686
2021
Q1 		$175K Hold
18,771
– – 0.01% 717
2020
Q4 		$117K Buy
18,771
+700
+4% +$3.98K 0.01% 698
2020
Q3 		$81K Hold
18,071
– – 0.01% 614
2020
Q2 		$130K Buy
+18,071
New +$123K 0.01% 587

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Financial Advocates Investment Management's GEL Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Genesis Energy (GEL) in Q3 2025, closing a stake of 22,159 shares — an estimated $382K sold.

Financial Advocates Investment Management first reported a position in GEL in Q2 2020 and held it in 21 quarters. The position peaked at $487K in Q1 2025. 119 funds tracked by Wall St. Rank hold GEL as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Genesis Energy position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 22,159 Genesis Energy shares in Q3 2025, an estimated $382K.
  • Financial Advocates Investment Management first reported a position in Genesis Energy in Q2 2020 and held it in 21 quarters.
  • Financial Advocates Investment Management's Genesis Energy position peaked at $487K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.