Sanders Morris Harris’s Genesis Energy GEL Stock Holding History

Sanders Morris Harris’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	–	Sell	-22,500	Closed	-$401K	–	148
2026 Q1	$401K	Buy	22,500 +2,000	+10%	+$34.6K	0.06%	204
2025 Q4	$320K	Sell	20,500 -3,000	-13%	-$47.1K	0.49%	26
2025 Q3	$393K	Sell	23,500 -7,200	-23%	-$121K	0.05%	196
2025 Q2	$529K	Buy	30,700 +700	+2%	+$10.6K	0.13%	68
2025 Q1	$471K	Sell	30,000 -5,000	-14%	-$60.9K	0.07%	162
2024 Q4	$356K	Hold	35,000	–	–	0.05%	200
2024 Q3	$468K	Hold	35,000	–	–	0.08%	164
2024 Q2	$501K	Sell	35,000 -88,400	-72%	-$1.12M	0.08%	155
2024 Q1	$1.37M	Buy	+123,400	New	+$1.41M	0.25%	61
2023 Q4	–	Sell	-506,277	Closed	-$5.22M	–	195
2023 Q3	$5.22M	Sell	506,277 -21,473	-4%	-$212K	1.07%	13
2023 Q2	$5.04M	Buy	527,750 +226,450	+75%	+$2.33M	1.12%	13
2023 Q1	$3.39M	Buy	+301,300	New	+$3.39M	1.19%	12
2022 Q4	–	Sell	-34,300	Closed	-$318K	–	229
2022 Q3	$318K	Hold	34,300	–	–	0.08%	189
2022 Q2	$276K	Hold	34,300	–	–	0.06%	221
2022 Q1	$402K	Hold	34,300	–	–	0.08%	193
2021 Q4	$368K	Hold	34,300	–	–	0.06%	210
2021 Q3	$346K	Hold	34,300	–	–	0.06%	223
2021 Q2	$397K	Sell	34,300 -1,400	-4%	-$14.1K	0.08%	206
2021 Q1	$334K	Hold	35,700	–	–	0.07%	209
2020 Q4	$223K	Hold	35,700	–	–	0.05%	245
2020 Q3	$161K	Buy	+35,700	New	+$209K	0.04%	243
2020 Q2	–	Sell	-46,200	Closed	–	–	146
2020 Q1	$0	Sell	46,200 -13,900	-23%	-$192K	﹤0.01%	207
2019 Q4	$1.39M	Sell	60,100 -900	-1%	-$18.1K	0.32%	86
2019 Q3	$1.31M	Sell	61,000 -1,500	-2%	-$32.6K	0.32%	78
2019 Q2	$1.37M	Buy	62,500 +5,400	+9%	+$120K	0.36%	67
2019 Q1	$1.33M	Sell	57,100 -950	-2%	-$20.5K	0.65%	32
2018 Q4	$1.07M	Sell	58,050 -1,550	-3%	-$34.9K	0.59%	33
2018 Q3	$1.42M	Sell	59,600 -600	-1%	-$14.1K	0.66%	33
2018 Q2	$1.32M	Hold	60,200	–	–	0.61%	37
2018 Q1	$1.19M	Buy	60,200 +3,500	+6%	+$76.4K	0.5%	38
2017 Q4	$1.27M	Buy	56,700 +3,700	+7%	+$85.6K	0.54%	34
2017 Q3	$1.4M	Hold	53,000	–	–	0.6%	41
2017 Q2	$1.68M	Buy	53,000 +4,000	+8%	+$125K	0.69%	29
2017 Q1	$1.59M	Buy	49,000 +1,000	+2%	+$34.7K	0.58%	44
2016 Q4	$1.73M	Sell	48,000 -3,000	-6%	-$105K	0.8%	27
2016 Q3	$1.94M	Sell	51,000 -200	-0.4%	-$7.33K	0.59%	39
2016 Q2	$1.96M	Sell	51,200 -1,028	-2%	-$36K	0.46%	55
2016 Q1	$1.66M	Buy	+52,228	New	+$1.45M	0.29%	76

Other funds holding GEL

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return