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Smartleaf Asset Management’s Genesis Energy GEL Stock Holding History

Smartleaf Asset Management’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
Q1 		– Sell
-1,972
Closed -$19.8K – 2918
2024
Q4 		$19.8K Buy
1,972
+598
+44% +$7.07K ﹤0.01% 1640
2024
Q3 		$18K Sell
1,374
-152
-10% -$2.07K ﹤0.01% 1406
2024
Q2 		$21.4K Sell
1,526
-667
-30% -$8.44K ﹤0.01% 1008
2024
Q1 		$24.1K Buy
+2,193
New +$25.1K ﹤0.01% 822

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smartleaf Asset Management's GEL Position: Q1 2025 in Review

Smartleaf Asset Management sold out of Genesis Energy (GEL) in Q1 2025, closing a stake of 1,972 shares — an estimated $19.8K sold.

Smartleaf Asset Management first reported a position in GEL in Q1 2024 and held it in 4 quarters. The position peaked at $24.1K in Q1 2024. 108 funds tracked by Wall St. Rank hold GEL as of Q1 2025.

  • Smartleaf Asset Management reported no remaining Genesis Energy position as of Q1 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 1,972 Genesis Energy shares in Q1 2025, an estimated $19.8K.
  • Smartleaf Asset Management first reported a position in Genesis Energy in Q1 2024 and held it in 4 quarters.
  • Smartleaf Asset Management's Genesis Energy position peaked at $24.1K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2025.

Based on Smartleaf Asset Management's 13F filing for Q1 2025, filed 14 May 2025.