Jefferies Financial Group’s Genesis Energy GEL Stock Holding History

Jefferies 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
2026 Q2	$20.4M	Buy	1,441,358 +152,797	+12%	+$2.45M	0.13%	145
2026 Q1	$23M	Sell	1,288,561 -398,867	-24%	-$6.9M	0.16%	105
2025 Q4	$26.3M	Sell	1,687,428 -161,458	-9%	-$2.53M	0.13%	151
2025 Q3	$30.9M	Sell	1,848,886 -48,250	-3%	-$811K	0.15%	104
2025 Q2	$32.7M	Buy	1,897,136 +35,860	+2%	+$544K	0.27%	77
2025 Q1	$29.2M	Buy	1,861,276 +309,019	+20%	+$3.76M	0.26%	58
2024 Q4	$15.7M	Buy	1,552,257 +20,000	+1%	+$236K	0.09%	161
2024 Q3	$20.5M	Buy	1,532,257 +705,630	+85%	+$9.61M	0.15%	91
2024 Q2	$11.8M	Buy	+826,627	New	+$10.5M	0.13%	129

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Jefferies Financial Group's GEL Position: Q2 2026 in Review

Jefferies Financial Group increased its Genesis Energy (GEL) stake by 12% in Q2 2026, buying an estimated $2.45M and bringing the position to 1,441,358 shares worth $20.4M. The position accounts for 0.13% of the portfolio, ranked #145.

Jefferies Financial Group first reported a position in GEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $32.7M in Q2 2025. 118 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

Jefferies Financial Group held 1,441,358 shares of Genesis Energy worth $20.4M as of Q2 2026.
Jefferies Financial Group bought 152,797 Genesis Energy shares in Q2 2026, an estimated $2.45M.
Genesis Energy made up 0.13% of Jefferies Financial Group's portfolio in Q2 2026, its #145 holding.
Jefferies Financial Group first reported a position in Genesis Energy in Q2 2024 and has held it in 9 quarters since.
Jefferies Financial Group's Genesis Energy position peaked at $32.7M in Q2 2025.
118 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.