LFG
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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
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

AA
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Invesco
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.83B AUM 15.14% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return