Level Four Advisory Services’s Genesis Energy GEL Stock Holding History

Level Four 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
2025 Q3	–	Sell	-31,766	Closed	-$547K	–	815
2025 Q2	$547K	Buy	+31,766	New	+$482K	0.02%	498
2019 Q1	–	Sell	-10,154	Closed	-$188K	–	526
2018 Q4	$188K	Sell	10,154 -1,593	-14%	-$35.8K	0.02%	495
2018 Q3	$279K	Sell	11,747 -201	-2%	-$4.73K	0.03%	475
2018 Q2	$261K	Buy	+11,948	New	+$260K	0.02%	513

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

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

Level Four Advisory Services's GEL Position: Q3 2025 in Review

Level Four Advisory Services sold out of Genesis Energy (GEL) in Q3 2025, closing a stake of 31,766 shares — an estimated $547K sold.

Level Four Advisory Services first reported a position in GEL in Q2 2018 and held it in 4 quarters. The position peaked at $547K in Q2 2025. 119 funds tracked by Wall St. Rank hold GEL as of Q3 2025.

Level Four Advisory Services reported no remaining Genesis Energy position as of Q3 2025 after selling out during the quarter.
Level Four Advisory Services sold 31,766 Genesis Energy shares in Q3 2025, an estimated $547K.
Level Four Advisory Services first reported a position in Genesis Energy in Q2 2018 and held it in 4 quarters.
Level Four Advisory Services's Genesis Energy position peaked at $547K in Q2 2025.
119 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2025.

Based on Level Four Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.