Geneos Wealth Management’s Genesis Energy GEL Stock Holding History

Geneos Wealth 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
2026 Q1	$235K	Buy	13,155 +12,430	+1,714%	+$215K	0.01%	911
2025 Q4	$11.3K	Hold	725	–	–	﹤0.01%	1927
2025 Q3	$12.1K	Sell	725 -2,094	-74%	-$35.2K	﹤0.01%	1898
2025 Q2	$48.6K	Buy	+2,819	New	+$42.7K	﹤0.01%	1583
2021 Q4	–	Sell	-13,128	Closed	-$132K	–	2808
2021 Q3	$132K	Sell	13,128 -675	-5%	-$6.2K	0.01%	1048
2021 Q2	$165K	Buy	13,803 +25	+0.2%	+$252	0.01%	933
2021 Q1	$126K	Hold	13,778	–	–	﹤0.01%	1194
2020 Q4	$124K	Buy	13,778 +79	+0.6%	+$449	0.01%	1040
2020 Q3	$62K	Buy	13,699 +34	+0.2%	+$199	﹤0.01%	1153
2020 Q2	$94K	Buy	13,665 +37	+0.3%	+$251	0.01%	940
2020 Q1	$42K	Buy	13,628 +1,500	+12%	+$20.7K	﹤0.01%	1194
2019 Q4	$250K	Hold	12,128	–	–	0.01%	610
2019 Q3	$258K	Hold	12,128	–	–	0.02%	573
2019 Q2	$265K	Hold	12,128	–	–	0.02%	579
2019 Q1	$282K	Hold	12,128	–	–	0.02%	550
2018 Q4	$219K	Hold	12,128	–	–	0.02%	576
2018 Q3	$288K	Sell	12,128 -135	-1%	-$3.18K	0.02%	525
2018 Q2	$268K	Hold	12,263	–	–	0.02%	478
2018 Q1	$241K	Hold	12,263	–	–	0.02%	486
2017 Q4	$274K	Hold	12,263	–	–	0.02%	444
2017 Q3	$323K	Hold	12,263	–	–	0.03%	385
2017 Q2	$389K	Sell	12,263 -215	-2%	-$6.71K	0.04%	340
2017 Q1	$404K	Buy	12,478 +3,032	+32%	+$105K	0.04%	320
2016 Q4	$340K	Buy	9,446 +8,530	+931%	+$298K	0.04%	336
2016 Q3	$34K	Buy	916 +215	+31%	+$7.88K	﹤0.01%	939
2016 Q2	$27K	Hold	701	–	–	﹤0.01%	1018
2016 Q1	$21K	Buy	+701	New	+$19.5K	﹤0.01%	1075

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

Geneos Wealth Management's GEL Position: Q1 2026 in Review

Geneos Wealth Management increased its Genesis Energy (GEL) stake by 1,714% in Q1 2026, buying an estimated $215K and bringing the position to 13,155 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #911.

Geneos Wealth Management first reported a position in GEL in Q1 2016 and has held it in 27 quarters since. The position peaked at $404K in Q1 2017. 121 funds tracked by Wall St. Rank hold GEL as of Q1 2026.

Geneos Wealth Management held 13,155 shares of Genesis Energy worth $235K as of Q1 2026.
Geneos Wealth Management bought 12,430 Genesis Energy shares in Q1 2026, an estimated $215K.
Genesis Energy made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #911 holding.
Geneos Wealth Management first reported a position in Genesis Energy in Q1 2016 and has held it in 27 quarters since.
Geneos Wealth Management's Genesis Energy position peaked at $404K in Q1 2017.
121 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.