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Mutual Advisors’s Genesis Energy GEL Stock Holding History

Mutual Advisors’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 		$655K Buy
36,725
+304
+0.8% +$5.26K 0.01% 765
2025
Q4 		$568K Buy
36,421
+251
+0.7% +$3.94K 0.01% 823
2025
Q3 		$574K Sell
36,170
-10,369
-22% -$174K 0.01% 797
2025
Q2 		$737K Buy
46,539
+14,202
+44% +$215K 0.02% 622
2025
Q1 		$457K Buy
32,337
+425
+1% +$5.18K 0.01% 750
2024
Q4 		$341K Buy
31,912
+16,099
+102% +$190K 0.01% 849
2024
Q3 		$205K Buy
+15,813
New +$215K 0.01% 1036

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
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