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BFC Planning, Inc.’s Genesis Energy GEL Stock Holding History

BFC Planning, Inc.’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 		$14.9K Buy
1,054
+11
+1% +$177 ﹤0.01% 2155
2026
Q1 		$18.6K Buy
1,043
+11
+1% +$190 ﹤0.01% 1745
2025
Q4 		$16.1K Buy
1,032
+11
+1% +$173 ﹤0.01% 1840
2025
Q3 		$17.1K Buy
1,021
+10
+1% +$168 ﹤0.01% 1659
2025
Q2 		$17.4K Buy
+1,011
New +$15.3K ﹤0.01% 1551

Other funds holding GEL

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $179B AUM 16.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

BFC Planning, Inc.'s GEL Position: Q2 2026 in Review

BFC Planning, Inc. increased its Genesis Energy (GEL) stake by 1.1% in Q2 2026, buying an estimated $177 and bringing the position to 1,054 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

BFC Planning, Inc. first reported a position in GEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.6K in Q1 2026. 119 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

  • BFC Planning, Inc. held 1,054 shares of Genesis Energy worth $14.9K as of Q2 2026.
  • BFC Planning, Inc. bought 11 Genesis Energy shares in Q2 2026, an estimated $177.
  • Genesis Energy made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2155 holding.
  • BFC Planning, Inc. first reported a position in Genesis Energy in Q2 2025 and has held it in 5 quarters since.
  • BFC Planning, Inc.'s Genesis Energy position peaked at $18.6K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.