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Independent Financial Group’s Genesis Energy GEL Stock Holding History

Independent Financial Group’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
2022
Q2 		– Sell
-10,225
Closed -$120K – 752
2022
Q1 		$120K Buy
+10,225
New +$119K 0.01% 750

Other funds holding GEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Financial Group's GEL Position: Q2 2022 in Review

Independent Financial Group sold out of Genesis Energy (GEL) in Q2 2022, closing a stake of 10,225 shares — an estimated $120K sold.

Independent Financial Group first reported a position in GEL in Q1 2022 and held it in 1 quarter. The position peaked at $120K in Q1 2022. 112 funds tracked by Wall St. Rank hold GEL as of Q2 2022.

  • Independent Financial Group reported no remaining Genesis Energy position as of Q2 2022 after selling out during the quarter.
  • Independent Financial Group sold 10,225 Genesis Energy shares in Q2 2022, an estimated $120K.
  • Independent Financial Group first reported a position in Genesis Energy in Q1 2022 and held it in 1 quarter.
  • Independent Financial Group's Genesis Energy position peaked at $120K in Q1 2022.
  • 112 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2022.

Based on Independent Financial Group's 13F filing for Q2 2022, filed 12 Jun 2026.