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Integrated Wealth Concepts’s Genesis Energy GEL Stock Holding History

Integrated Wealth Concepts’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 		$5.67K Buy
+400
New +$6.42K ﹤0.01% 4911

Other funds holding GEL

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
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 $171B AUM 24.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Integrated Wealth Concepts's GEL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Genesis Energy (GEL) in Q2 2026: 400 shares worth $5.67K. The stake represents ﹤0.01% of the portfolio and ranks #4911 among its holdings.

118 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

  • Integrated Wealth Concepts held 400 shares of Genesis Energy worth $5.67K as of Q2 2026.
  • Genesis Energy was a new Integrated Wealth Concepts position in Q2 2026.
  • Genesis Energy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4911 holding.
  • 118 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.