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Sowell Financial Services’s Genesis Energy GEL Stock Holding History

Sowell Financial Services’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 		$1.3M Sell
91,588
-38
-0% -$610 0.04% 400
2026
Q1 		$1.63M Hold
91,626
– – 0.06% 337
2025
Q4 		$1.43M Hold
91,626
– – 0.05% 351
2025
Q3 		$1.53M Sell
91,626
-2,025
-2% -$34K 0.06% 335
2025
Q2 		$1.61M Hold
93,651
– – 0.07% 307
2025
Q1 		$1.47M Buy
93,651
+1,250
+1% +$15.2K 0.07% 298
2024
Q4 		$934K Buy
92,401
+16,525
+22% +$195K 0.05% 320
2024
Q3 		$1.01M Sell
75,876
-5,800
-7% -$79K 0.05% 340
2024
Q2 		$1.17M Sell
81,676
-4,000
-5% -$50.6K 0.06% 316
2024
Q1 		$953K Buy
85,676
+750
+0.9% +$8.57K 0.05% 351
2023
Q4 		$983K Buy
84,926
+8,800
+12% +$101K 0.05% 325
2023
Q3 		$786K Buy
76,126
+16,394
+27% +$162K 0.05% 338
2023
Q2 		$570K Buy
59,732
+18,300
+44% +$189K 0.03% 435
2023
Q1 		$467K Buy
41,432
+19,475
+89% +$219K 0.04% 443
2022
Q4 		$224K Buy
+21,957
New +$226K 0.01% 514
2021
Q2 		– Sell
-10,222
Closed -$96K – 1370
2021
Q1 		$96K Buy
10,222
+10,072
+6,715% +$76.4K ﹤0.01% 1383
2020
Q4 		$1K Buy
150
+50
+50% +$284 ﹤0.01% 2573
2020
Q3 		$0 Sell
100
-15,004
-99% -$87.9K ﹤0.01% 2594
2020
Q2 		$109K Hold
15,104
– – 0.01% 936
2020
Q1 		$59K Hold
15,104
– – ﹤0.01% 998
2019
Q4 		$309K Hold
15,104
– – 0.02% 589
2019
Q3 		$324K Buy
+15,104
New +$328K 0.03% 516
2019
Q1 		$352K Hold
15,104
– – 0.04% 421
2018
Q4 		$279K Sell
15,104
-1
-0% -$22 0.04% 401
2018
Q3 		$359K Buy
+15,105
New +$356K 0.05% 249

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

Sowell Financial Services's GEL Position: Q2 2026 in Review

Sowell Financial Services reduced its Genesis Energy (GEL) stake by 0.04% in Q2 2026, selling an estimated $610 and leaving 91,588 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #400.

Sowell Financial Services first reported a position in GEL in Q3 2018 and has held it in 25 quarters since. The position peaked at $1.63M in Q1 2026. 118 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

  • Sowell Financial Services held 91,588 shares of Genesis Energy worth $1.3M as of Q2 2026.
  • Sowell Financial Services sold 38 Genesis Energy shares in Q2 2026, an estimated $610.
  • Genesis Energy made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #400 holding.
  • Sowell Financial Services first reported a position in Genesis Energy in Q3 2018 and has held it in 25 quarters since.
  • Sowell Financial Services's Genesis Energy position peaked at $1.63M in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.