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Garton & Associates Financial Advisors’s Genesis Energy GEL Stock Holding History

Garton & Associates Financial 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 		– Sell
-362
Closed -$5.65K – 340
2025
Q4 		$5.65K Buy
+362
New +$5.68K ﹤0.01% 966

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CCM
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WHG
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Garton & Associates Financial Advisors's GEL Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Genesis Energy (GEL) in Q1 2026, closing a stake of 362 shares — an estimated $5.65K sold.

Garton & Associates Financial Advisors first reported a position in GEL in Q4 2025 and held it in 1 quarter. The position peaked at $5.65K in Q4 2025. 121 funds tracked by Wall St. Rank hold GEL as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Genesis Energy position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 362 Genesis Energy shares in Q1 2026, an estimated $5.65K.
  • Garton & Associates Financial Advisors first reported a position in Genesis Energy in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Genesis Energy position peaked at $5.65K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.