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Meriwether Wealth & Planning’s Genesis Energy GEL Stock Holding History

Meriwether Wealth & Planning’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
Q3 		$27.5K Buy
+2,000
New +$30.5K 0.01% 320

Other funds holding GEL

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Meriwether Wealth & Planning's GEL Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Genesis Energy (GEL) in Q3 2026: 2,000 shares worth $27.5K. The stake represents 0.01% of the portfolio and ranks #320 among its holdings.

8 funds tracked by Wall St. Rank hold GEL as of Q3 2026.

  • Meriwether Wealth & Planning held 2,000 shares of Genesis Energy worth $27.5K as of Q3 2026.
  • Genesis Energy was a new Meriwether Wealth & Planning position in Q3 2026.
  • Genesis Energy made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #320 holding.
  • 8 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.