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Steward Partners Investment Advisory’s Genesis Energy GEL Stock Holding History

Steward Partners Investment Advisory’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 		$48.8K Hold
3,445
– – ﹤0.01% 2964
2026
Q1 		$61.4K Hold
3,445
– – ﹤0.01% 2674
2025
Q4 		$53.7K Hold
3,445
– – ﹤0.01% 2630
2025
Q3 		$57.6K Sell
3,445
-1,100
-24% -$18.5K ﹤0.01% 2535
2025
Q2 		$78.3K Hold
4,545
– – ﹤0.01% 2247
2025
Q1 		$71.3K Buy
4,545
+3,295
+264% +$40.1K ﹤0.01% 2203
2024
Q4 		$12.6K Sell
1,250
-23,428
-95% -$277K ﹤0.01% 3002
2024
Q3 		$330K Buy
24,678
+1,938
+9% +$26.4K ﹤0.01% 1288
2024
Q2 		$325K Buy
22,740
+22,540
+11,270% +$285K ﹤0.01% 1245
2024
Q1 		$2.22K Hold
200
– – ﹤0.01% 3269
2023
Q4 		$2.32K Hold
200
– – ﹤0.01% 3176
2023
Q3 		$2.06K Hold
200
– – ﹤0.01% 3080
2023
Q2 		$1.91K Hold
200
– – ﹤0.01% 3030
2023
Q1 		$2.25K Buy
200
+150
+300% +$1.69K ﹤0.01% 2994
2022
Q4 		$511 Hold
50
– – ﹤0.01% 3192
2022
Q3 		$0 Buy
+50
New +$508 ﹤0.01% 3281
2021
Q2 		– Sell
-1,487
Closed -$13.9K – 7208
2021
Q1 		$13.9K Buy
1,487
+309
+26% +$2.34K ﹤0.01% 2644
2020
Q4 		$7K Buy
1,178
+4
+0.3% +$23 ﹤0.01% 2412
2020
Q3 		$5K Sell
1,174
-1,146
-49% -$6.71K ﹤0.01% 2361
2020
Q2 		$17K Buy
2,320
+5
+0.2% +$34 ﹤0.01% 1829
2020
Q1 		$9K Buy
2,315
+4
+0.2% +$55 ﹤0.01% 1898
2019
Q4 		$47K Hold
2,311
– – ﹤0.01% 1420
2019
Q3 		$49K Hold
2,311
– – ﹤0.01% 1360
2019
Q2 		$50K Sell
2,311
-9,761
-81% -$218K ﹤0.01% 1335
2019
Q1 		$281K Sell
12,072
-861
-7% -$18.6K 0.01% 657
2018
Q4 		$238K Sell
12,933
-233
-2% -$5.24K 0.01% 656
2018
Q3 		$313K Buy
13,166
+1,341
+11% +$31.6K 0.01% 611
2018
Q2 		$259K Buy
11,825
+9,366
+381% +$204K 0.02% 596
2018
Q1 		$48K Buy
+2,459
New +$53.7K ﹤0.01% 1017

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

Steward Partners Investment Advisory's GEL Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Genesis Energy (GEL) position steady in Q2 2026 at 3,445 shares worth $48.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2964.

Steward Partners Investment Advisory first reported a position in GEL in Q1 2018 and has held it in 29 quarters since. The position peaked at $330K in Q3 2024. 118 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

  • Steward Partners Investment Advisory held 3,445 shares of Genesis Energy worth $48.8K as of Q2 2026.
  • Steward Partners Investment Advisory left its Genesis Energy share count unchanged in Q2 2026.
  • Genesis Energy made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2964 holding.
  • Steward Partners Investment Advisory first reported a position in Genesis Energy in Q1 2018 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's Genesis Energy position peaked at $330K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.