Foundations Investment Advisors’s Genesis Energy GEL Stock Holding History

Foundations Investment 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	$800K	Buy	+44,854	New	+$776K	0.01%	583

Other funds holding GEL

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Foundations Investment Advisors's GEL Position: Q1 2026 in Review

Foundations Investment Advisors opened a new position in Genesis Energy (GEL) in Q1 2026: 44,854 shares worth $800K. The stake represents 0.01% of the portfolio and ranks #583 among its holdings.

121 funds tracked by Wall St. Rank hold GEL as of Q1 2026.

Foundations Investment Advisors held 44,854 shares of Genesis Energy worth $800K as of Q1 2026.
Genesis Energy was a new Foundations Investment Advisors position in Q1 2026.
Genesis Energy made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #583 holding.
121 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.