Kestra Advisory Services’s Genesis Energy GEL Stock Holding History

Kestra Advisory Services’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	–	Sell	-1,922	Closed	-$30K	–	3614
2025 Q4	$30K	Buy	+1,922	New	+$30.2K	﹤0.01%	4293

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

Kestra Advisory Services's GEL Position: Q1 2026 in Review

Kestra Advisory Services sold out of Genesis Energy (GEL) in Q1 2026, closing a stake of 1,922 shares — an estimated $30K sold.

Kestra Advisory Services first reported a position in GEL in Q4 2025 and held it in 1 quarter. The position peaked at $30K in Q4 2025. 121 funds tracked by Wall St. Rank hold GEL as of Q1 2026.

Kestra Advisory Services reported no remaining Genesis Energy position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,922 Genesis Energy shares in Q1 2026, an estimated $30K.
Kestra Advisory Services first reported a position in Genesis Energy in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Genesis Energy position peaked at $30K in Q4 2025.
121 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.