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Principal Securities’s Genesis Energy GEL Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-502
Closed -$8.39K – 2200
2025
Q3 		$8.39K Buy
502
+363
+261% +$6.1K ﹤0.01% 2788
2025
Q2 		$2.4K Buy
+139
New +$2.11K ﹤0.01% 3086

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Principal Securities's GEL Position: Q4 2025 in Review

Principal Securities sold out of Genesis Energy (GEL) in Q4 2025, closing a stake of 502 shares — an estimated $8.39K sold.

Principal Securities first reported a position in GEL in Q2 2025 and held it in 2 quarters. The position peaked at $8.39K in Q3 2025. 118 funds tracked by Wall St. Rank hold GEL as of Q4 2025.

  • Principal Securities reported no remaining Genesis Energy position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 502 Genesis Energy shares in Q4 2025, an estimated $8.39K.
  • Principal Securities first reported a position in Genesis Energy in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Genesis Energy position peaked at $8.39K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.