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Pettinga Financial Advisors’s Genesis Energy GEL Stock Holding History

Pettinga Financial 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
Q2 		$272K Hold
19,220
– – 0.04% 127
2026
Q1 		$343K Hold
19,220
– – 0.06% 110
2025
Q4 		$300K Hold
19,220
– – 0.06% 114
2025
Q3 		$321K Hold
19,220
– – 0.06% 108
2025
Q2 		$331K Hold
19,220
– – 0.07% 101
2025
Q1 		$302K Sell
19,220
-3,550
-16% -$43.2K 0.07% 100
2024
Q4 		$230K Buy
22,770
+500
+2% +$5.91K 0.05% 116
2024
Q3 		$298K Hold
22,270
– – 0.07% 99
2024
Q2 		$319K Hold
22,270
– – 0.08% 96
2024
Q1 		$248K Buy
22,270
+2,000
+10% +$22.9K 0.06% 108
2023
Q4 		$235K Sell
20,270
-1,500
-7% -$17.2K 0.06% 110
2023
Q3 		$225K Sell
21,770
-1,300
-6% -$12.8K 0.07% 95
2023
Q2 		$220K Buy
23,070
+2,000
+9% +$20.6K 0.07% 95
2023
Q1 		$237K Sell
21,070
-1,000
-5% -$11.2K 0.07% 90
2022
Q4 		$225K Buy
22,070
+750
+4% +$7.71K 0.07% 90
2022
Q3 		$196K Buy
21,320
+3,550
+20% +$36.1K 0.07% 92
2022
Q2 		$143K Hold
17,770
– – 0.04% 97
2022
Q1 		$208K Buy
17,770
+250
+1% +$2.92K 0.05% 100
2021
Q4 		$188K Hold
17,520
– – 0.05% 106
2021
Q3 		$175K Hold
17,520
– – 0.04% 108
2021
Q2 		$203K Hold
17,520
– – 0.05% 104
2021
Q1 		$164K Hold
17,520
– – 0.05% 100
2020
Q4 		$109K Sell
17,520
-3,115
-15% -$17.7K 0.04% 88
2020
Q3 		$93K Hold
20,635
– – 0.04% 81
2020
Q2 		$149K Hold
20,635
– – 0.07% 77
2020
Q1 		$81K Hold
20,635
– – 0.05% 68
2019
Q4 		$423K Hold
20,635
– – 0.23% 56
2019
Q3 		$443K Hold
20,635
– – 0.24% 62
2019
Q2 		$452K Hold
20,635
– – 0.24% 58
2019
Q1 		$481K Buy
+20,635
New +$446K 0.26% 54
2018
Q4 		– Hold
0
– – – 57

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Pettinga Financial Advisors's GEL Position: Q2 2026 in Review

Pettinga Financial Advisors held its Genesis Energy (GEL) position steady in Q2 2026 at 19,220 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #127.

Pettinga Financial Advisors first reported a position in GEL in Q1 2019 and has held it in 30 quarters since. The position peaked at $481K in Q1 2019. 117 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

  • Pettinga Financial Advisors held 19,220 shares of Genesis Energy worth $272K as of Q2 2026.
  • Pettinga Financial Advisors left its Genesis Energy share count unchanged in Q2 2026.
  • Genesis Energy made up 0.04% of Pettinga Financial Advisors's portfolio in Q2 2026, its #127 holding.
  • Pettinga Financial Advisors first reported a position in Genesis Energy in Q1 2019 and has held it in 30 quarters since.
  • Pettinga Financial Advisors's Genesis Energy position peaked at $481K in Q1 2019.
  • 117 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.