LPL Financial
GEL icon

LPL Financial’s Genesis Energy GEL Stock Holding History

LPL Financial’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 		$821K Buy
57,947
+10,202
+21% +$164K ﹤0.01% 4582
2026
Q1 		$851K Sell
47,745
-1,553
-3% -$26.9K ﹤0.01% 4319
2025
Q4 		$769K Buy
49,298
+500
+1% +$7.85K ﹤0.01% 4334
2025
Q3 		$815K Sell
48,798
-54,598
-53% -$917K ﹤0.01% 4198
2025
Q2 		$1.78M Buy
103,396
+87,912
+568% +$1.33M ﹤0.01% 3234
2025
Q1 		$243K Hold
15,484
– – ﹤0.01% 4722
2024
Q4 		$157K Sell
15,484
-23,332
-60% -$276K ﹤0.01% 4887
2024
Q3 		$519K Hold
38,816
– – ﹤0.01% 3964
2024
Q2 		$555K Buy
+38,816
New +$491K ﹤0.01% 3790
2023
Q1 		– Sell
-17,539
Closed -$179K – 4521
2022
Q4 		$179K Sell
17,539
-504
-3% -$5.18K ﹤0.01% 4021
2022
Q3 		$166K Sell
18,043
-1,192
-6% -$12.1K ﹤0.01% 4000
2022
Q2 		$154K Sell
19,235
-11,493
-37% -$130K ﹤0.01% 4022
2022
Q1 		$360K Sell
30,728
-1,406
-4% -$16.4K ﹤0.01% 3436
2021
Q4 		$344K Sell
32,134
-290
-0.9% -$3.23K ﹤0.01% 3589
2021
Q3 		$323K Buy
32,424
+15
+0% +$138 ﹤0.01% 3598
2021
Q2 		$376K Sell
32,409
-361
-1% -$3.64K ﹤0.01% 3402
2021
Q1 		$306K Buy
32,770
+11,704
+56% +$88.8K ﹤0.01% 3455
2020
Q4 		$131K Sell
21,066
-2,477
-11% -$14.1K ﹤0.01% 3637
2020
Q3 		$106K Sell
23,543
-3,193
-12% -$18.7K ﹤0.01% 3357
2020
Q2 		$193K Buy
26,736
+5,420
+25% +$36.8K ﹤0.01% 3138
2020
Q1 		$84K Buy
21,316
+4,490
+27% +$61.9K ﹤0.01% 3024
2019
Q4 		$345K Buy
16,826
+4,940
+42% +$99.5K ﹤0.01% 2670
2019
Q3 		$255K Buy
11,886
+668
+6% +$14.5K ﹤0.01% 2810
2019
Q2 		$246K Hold
11,218
– – ﹤0.01% 2867
2019
Q1 		$261K Sell
11,218
-1,500
-12% -$32.4K ﹤0.01% 2749
2018
Q4 		$235K Sell
12,718
-3,375
-21% -$75.9K ﹤0.01% 2678
2018
Q3 		$383K Sell
16,093
-312
-2% -$7.35K ﹤0.01% 2454
2018
Q2 		$359K Buy
16,405
+3,165
+24% +$68.8K ﹤0.01% 2475
2018
Q1 		$261K Sell
13,240
-1,010
-7% -$22.1K ﹤0.01% 2751
2017
Q4 		$318K Buy
+14,250
New +$330K ﹤0.01% 2442
2017
Q3 		– Sell
-7,110
Closed -$226K – 2890
2017
Q2 		$226K Buy
7,110
+219
+3% +$6.83K ﹤0.01% 2493
2017
Q1 		$225K Buy
+6,891
New +$239K ﹤0.01% 2408
2016
Q3 		– Sell
-12,150
Closed -$461K – 2679
2016
Q2 		$461K Sell
12,150
-3,061
-20% -$107K ﹤0.01% 1750
2016
Q1 		$448K Sell
15,211
-4,066
-21% -$113K ﹤0.01% 2231
2015
Q4 		$714K Buy
19,277
+7,467
+63% +$290K ﹤0.01% 1947
2015
Q3 		$511K Sell
11,810
-2,826
-19% -$122K ﹤0.01% 1772
2015
Q2 		$642K Sell
14,636
-259
-2% -$12.2K ﹤0.01% 1704
2015
Q1 		$692K Buy
14,895
+490
+3% +$21.8K ﹤0.01% 1621
2014
Q4 		$611K Sell
14,405
-2,426
-14% -$112K ﹤0.01% 1630
2014
Q3 		$874K Sell
16,831
-5,262
-24% -$286K 0.01% 1365
2014
Q2 		$1.24M Sell
22,093
-894
-4% -$49.4K 0.01% 1174
2014
Q1 		$1.25M Buy
22,987
+1,878
+9% +$101K 0.01% 1123
2013
Q4 		$1.11M Sell
21,109
-918
-4% -$46.5K 0.01% 1179
2013
Q3 		$1.12M Buy
22,027
+1,943
+10% +$97.8K 0.01% 1125
2013
Q2 		$1.04M Buy
+20,084
New +$995K 0.01% 1105

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $3.46B AUM 30.37% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LPL Financial's GEL Position: Q2 2026 in Review

LPL Financial increased its Genesis Energy (GEL) stake by 21% in Q2 2026, buying an estimated $164K and bringing the position to 57,947 shares worth $821K. The position accounts for ﹤0.01% of the portfolio, ranked #4582.

LPL Financial first reported a position in GEL in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.78M in Q2 2025. 42 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

  • LPL Financial held 57,947 shares of Genesis Energy worth $821K as of Q2 2026.
  • LPL Financial bought 10,202 Genesis Energy shares in Q2 2026, an estimated $164K.
  • Genesis Energy made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4582 holding.
  • LPL Financial first reported a position in Genesis Energy in Q2 2013 and has held it in 45 quarters since.
  • LPL Financial's Genesis Energy position peaked at $1.78M in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.