NewEdge Advisors’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $73.6K | Hold |
4,127
| – | – | ﹤0.01% | 2843 |
|
|
2025
Q4 | $64.4K | Hold |
4,127
| – | – | ﹤0.01% | 2888 |
|
|
2025
Q3 | $69K | Hold |
4,127
| – | – | ﹤0.01% | 2728 |
|
|
2025
Q2 | $71.1K | Hold |
4,127
| – | – | ﹤0.01% | 2556 |
|
|
2025
Q1 | $64.7K | Sell |
4,127
-6,000
| -59% | -$73.1K | ﹤0.01% | 2458 |
|
|
2024
Q4 | $102K | Hold |
10,127
| – | – | ﹤0.01% | 2273 |
|
|
2024
Q3 | $135K | Hold |
10,127
| – | – | ﹤0.01% | 2107 |
|
|
2024
Q2 | $145K | Sell |
10,127
-1,181
| -10% | -$14.9K | ﹤0.01% | 2005 |
|
|
2024
Q1 | $126K | Hold |
11,308
| – | – | ﹤0.01% | 2000 |
|
|
2023
Q4 | $131K | Sell |
11,308
-950
| -8% | -$10.9K | ﹤0.01% | 1859 |
|
|
2023
Q3 | $126K | Sell |
12,258
-3,430
| -22% | -$33.8K | ﹤0.01% | 1761 |
|
|
2023
Q2 | $150K | Sell |
15,688
-10,050
| -39% | -$104K | ﹤0.01% | 1726 |
|
|
2023
Q1 | $290K | Buy |
25,738
+4,467
| +21% | +$50.2K | ﹤0.01% | 1391 |
|
|
2022
Q4 | $4.94K | Buy |
21,271
+663
| +3% | +$6.82K | ﹤0.01% | 2597 |
|
|
2022
Q3 | $190K | Buy |
20,608
+9,250
| +81% | +$94.1K | ﹤0.01% | 1366 |
|
|
2022
Q2 | $91K | Sell |
11,358
-40
| -0.4% | -$452 | ﹤0.01% | 1489 |
|
|
2022
Q1 | $133K | Hold |
11,398
| – | – | ﹤0.01% | 1060 |
|
|
2021
Q4 | $122K | Buy |
11,398
+100
| +0.9% | +$1.11K | ﹤0.01% | 1574 |
|
|
2021
Q3 | $113K | Hold |
11,298
| – | – | ﹤0.01% | 1087 |
|
|
2021
Q2 | $131K | Buy |
11,298
+350
| +3% | +$3.53K | ﹤0.01% | 1084 |
|
|
2021
Q1 | $102K | Hold |
10,948
| – | – | ﹤0.01% | 984 |
|
|
2020
Q4 | $68K | Sell |
10,948
-543
| -5% | -$3.08K | ﹤0.01% | 947 |
|
|
2020
Q3 | $52K | Sell |
11,491
-64
| -0.6% | -$375 | ﹤0.01% | 896 |
|
|
2020
Q2 | $83K | Sell |
11,555
-3,098
| -21% | -$21K | ﹤0.01% | 815 |
|
|
2020
Q1 | $57K | Buy |
14,653
+668
| +5% | +$9.21K | ﹤0.01% | 765 |
|
|
2019
Q4 | $286K | Buy |
13,985
+39
| +0.3% | +$785 | 0.01% | 672 |
|
|
2019
Q3 | $298K | Buy |
+13,946
| New | +$303K | 0.01% | 639 |
|
|
2019
Q2 | – | Sell |
-12,263
| Closed | -$286K | – | 673 |
|
|
2019
Q1 | $286K | Buy |
12,263
+563
| +5% | +$12.2K | 0.02% | 538 |
|
|
2018
Q4 | $216 | Buy |
11,700
+1,856
| +19% | +$41.8K | 0.01% | 573 |
|
|
2018
Q3 | $234K | Buy |
9,844
+52
| +0.5% | +$1.22K | 0.02% | 572 |
|
|
2018
Q2 | $212 | Buy |
+9,792
| New | +$213K | 0.02% | 502 |
|
|
2018
Q1 | – | Sell |
-9,686
| Closed | -$232K | – | 501 |
|
|
2017
Q4 | $232K | Buy |
9,686
+183
| +2% | +$4.24K | 0.03% | 365 |
|
|
2017
Q3 | $249K | Buy |
9,503
+4,042
| +74% | +$115K | 0.04% | 309 |
|
|
2017
Q2 | $169K | Buy |
+5,461
| New | +$170K | 0.03% | 342 |
|
|
2016
Q4 | – | Sell |
-6,394
| Closed | -$242K | – | 269 |
|
|
2016
Q3 | $242K | Buy |
+6,394
| New | +$234K | 0.08% | 186 |
|
Other funds holding GEL
AA
CCM
WHG
NewEdge Advisors's GEL Position: Q1 2026 in Review
NewEdge Advisors held its Genesis Energy (GEL) position steady in Q1 2026 at 4,127 shares worth $73.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2843.
NewEdge Advisors first reported a position in GEL in Q3 2016 and has held it in 35 quarters since. The position peaked at $298K in Q3 2019. 121 funds tracked by Wall St. Rank hold GEL as of Q1 2026.
- NewEdge Advisors held 4,127 shares of Genesis Energy worth $73.6K as of Q1 2026.
- NewEdge Advisors left its Genesis Energy share count unchanged in Q1 2026.
- Genesis Energy made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2843 holding.
- NewEdge Advisors first reported a position in Genesis Energy in Q3 2016 and has held it in 35 quarters since.
- NewEdge Advisors's Genesis Energy position peaked at $298K in Q3 2019.
- 121 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.