Raymond James Financial
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Raymond James Financial’s Genesis Energy GEL Stock Holding History

Raymond James Financial’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 		$1.89M Buy
106,234
+47,609
+81% +$824K ﹤0.01% 3402
2025
Q4 		$915K Sell
58,625
-12,531
-18% -$197K ﹤0.01% 3839
2025
Q3 		$1.19M Buy
71,156
+14,193
+25% +$238K ﹤0.01% 3570
2025
Q2 		$981K Sell
56,963
-33,826
-37% -$513K ﹤0.01% 3602
2025
Q1 		$1.42M Sell
90,789
-2,457
-3% -$29.9K ﹤0.01% 3234
2024
Q4 		$943K Buy
+93,246
New +$1.1M ﹤0.01% 3490

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $871B 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 $1.56T 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 $2.78B AUM 20.87% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Raymond James Financial's GEL Position: Q1 2026 in Review

Raymond James Financial increased its Genesis Energy (GEL) stake by 81% in Q1 2026, buying an estimated $824K and bringing the position to 106,234 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #3402.

Raymond James Financial first reported a position in GEL in Q4 2024 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold GEL as of Q1 2026.

  • Raymond James Financial held 106,234 shares of Genesis Energy worth $1.89M as of Q1 2026.
  • Raymond James Financial bought 47,609 Genesis Energy shares in Q1 2026, an estimated $824K.
  • Genesis Energy made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3402 holding.
  • Raymond James Financial first reported a position in Genesis Energy in Q4 2024 and has held it in 6 quarters since.
  • 121 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.