Larson Financial Group’s Genesis Energy GEL Stock Holding History

Larson 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	$3.27K	Buy	231 +3	+1%	+$48	﹤0.01%	2941
2026 Q1	$4.07K	Buy	228 +2	+0.9%	+$35	﹤0.01%	2697
2025 Q4	$3.52K	Buy	226 +3	+1%	+$47	﹤0.01%	2600
2025 Q3	$3.73K	Buy	223 +2	+0.9%	+$34	﹤0.01%	2466
2025 Q2	$3.81K	Buy	221 +2	+0.9%	+$30	﹤0.01%	2186
2025 Q1	$3.43K	Buy	219 +3	+1%	+$37	﹤0.01%	1992
2024 Q4	$2.18K	Sell	216 -1,232	-85%	-$14.6K	﹤0.01%	1862
2024 Q3	$19.4K	Buy	+1,448	New	+$19.7K	﹤0.01%	1226

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

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

Larson Financial Group increased its Genesis Energy (GEL) stake by 1.3% in Q2 2026, buying an estimated $48 and bringing the position to 231 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2941.

Larson Financial Group first reported a position in GEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $19.4K in Q3 2024. 118 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

Larson Financial Group held 231 shares of Genesis Energy worth $3.27K as of Q2 2026.
Larson Financial Group bought 3 Genesis Energy shares in Q2 2026, an estimated $48.
Genesis Energy made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2941 holding.
Larson Financial Group first reported a position in Genesis Energy in Q3 2024 and has held it in 8 quarters since.
Larson Financial Group's Genesis Energy position peaked at $19.4K in Q3 2024.
118 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

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