Jones Financial Companies
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Jones Financial Companies’s Genesis Energy GEL Stock Holding History

Jones Financial Companies’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 		$1.41K Hold
100
– – ﹤0.01% 4523
2026
Q1 		$1.78K Hold
100
– – ﹤0.01% 4183
2025
Q4 		$1.56K Buy
100
+37
+59% +$581 ﹤0.01% 3898
2025
Q3 		$1.05K Hold
63
– – ﹤0.01% 3880
2025
Q2 		$1.09K Hold
63
– – ﹤0.01% 3638
2025
Q1 		$990 Buy
+63
New +$767 ﹤0.01% 3403

Other funds holding GEL

AA
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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

Jones Financial Companies's GEL Position: Q2 2026 in Review

Jones Financial Companies held its Genesis Energy (GEL) position steady in Q2 2026 at 100 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #4523.

Jones Financial Companies first reported a position in GEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.78K in Q1 2026. 118 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

  • Jones Financial Companies held 100 shares of Genesis Energy worth $1.41K as of Q2 2026.
  • Jones Financial Companies left its Genesis Energy share count unchanged in Q2 2026.
  • Genesis Energy made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4523 holding.
  • Jones Financial Companies first reported a position in Genesis Energy in Q1 2025 and has held it in 6 quarters since.
  • Jones Financial Companies's Genesis Energy position peaked at $1.78K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.