Stifel Financial
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Stifel Financial’s Genesis Energy GEL Stock Holding History

Stifel 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 		$343K Sell
19,246
-59,961
-76% -$1.04M ﹤0.01% 3095
2025
Q4 		$1.24M Buy
79,207
+11,568
+17% +$182K ﹤0.01% 2297
2025
Q3 		$1.13M Buy
67,639
+793
+1% +$13.3K ﹤0.01% 2326
2025
Q2 		$1.15M Buy
66,846
+48,974
+274% +$742K ﹤0.01% 2232
2025
Q1 		$280K Sell
17,872
-453
-2% -$5.52K ﹤0.01% 3009
2024
Q4 		$185K Sell
18,325
-397
-2% -$4.69K ﹤0.01% 3173
2024
Q3 		$250K Buy
18,722
+1,819
+11% +$24.8K ﹤0.01% 3046
2024
Q2 		$242K Buy
16,903
+240
+1% +$3.04K ﹤0.01% 3021
2024
Q1 		$185K Sell
16,663
-2,113
-11% -$24.2K ﹤0.01% 3107
2023
Q4 		$217K Buy
18,776
+2,695
+17% +$30.8K ﹤0.01% 3024
2023
Q3 		$166K Buy
16,081
+3,312
+26% +$32.6K ﹤0.01% 3036
2023
Q2 		$122K Buy
12,769
+2,003
+19% +$20.7K ﹤0.01% 3141
2023
Q1 		$121K Buy
+10,766
New +$121K ﹤0.01% 3151
2021
Q1 		– Sell
-12,232
Closed -$76K – 3238
2020
Q4 		$76K Buy
12,232
+1,321
+12% +$7.5K ﹤0.01% 2959
2020
Q3 		$49K Sell
10,911
-1,633
-13% -$9.57K ﹤0.01% 2808
2020
Q2 		$91K Buy
+12,544
New +$85.1K ﹤0.01% 2731
2020
Q1 		– Sell
-20,355
Closed -$416K – 2913
2019
Q4 		$416K Buy
20,355
+1,988
+11% +$40K ﹤0.01% 2373
2019
Q3 		$395K Sell
18,367
-11,843
-39% -$257K ﹤0.01% 2294
2019
Q2 		$661K Sell
30,210
-221,528
-88% -$4.94M ﹤0.01% 2051
2019
Q1 		$5.87M Sell
251,738
-100
-0% -$2.16K 0.02% 737
2018
Q4 		$4.65M Sell
251,838
-50
-0% -$1.13K 0.02% 807
2018
Q3 		$5.99M Buy
251,888
+1,000
+0.4% +$23.5K 0.02% 759
2018
Q2 		$5.5M Sell
250,888
-199,861
-44% -$4.34M 0.02% 773
2018
Q1 		$8.88M Sell
450,749
-7,788
-2% -$170K 0.03% 571
2017
Q4 		$10.2M Buy
458,537
+3,788
+0.8% +$87.7K 0.03% 521
2017
Q3 		$12M Hold
454,749
– – 0.04% 440
2017
Q2 		$14.4M Sell
454,749
-31,480
-6% -$982K 0.05% 352
2017
Q1 		$15.8M Buy
486,229
+3,145
+0.7% +$109K 0.06% 316
2016
Q4 		$17.4M Sell
483,084
-2,219
-0.5% -$77.5K 0.07% 274
2016
Q3 		$18.4M Buy
485,303
+64,488
+15% +$2.36M 0.08% 254
2016
Q2 		$16.1M Buy
420,815
+87,204
+26% +$3.05M 0.07% 270
2016
Q1 		$10.6M Buy
333,611
+130,053
+64% +$3.62M 0.06% 318
2015
Q4 		$7.48M Buy
203,558
+78,715
+63% +$3.05M 0.04% 424
2015
Q3 		$4.79M Buy
124,843
+214
+0.2% +$9.23K 0.03% 532
2015
Q2 		$5.47M Buy
124,629
+23,880
+24% +$1.13M 0.03% 532
2015
Q1 		$4.74M Hold
100,749
– – 0.03% 632
2014
Q4 		$4.27M Buy
+100,749
New +$4.63M 0.02% 633
2014
Q2 		– Sell
-16,827
Closed -$912K – 2222
2014
Q1 		$912K Buy
+16,827
New +$908K 0.01% 1129

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
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

Stifel Financial's GEL Position: Q1 2026 in Review

Stifel Financial reduced its Genesis Energy (GEL) stake by 76% in Q1 2026, selling an estimated $1.04M and leaving 19,246 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #3095.

Stifel Financial first reported a position in GEL in Q1 2014 and has held it in 38 quarters since. The position peaked at $18.4M in Q3 2016. 121 funds tracked by Wall St. Rank hold GEL as of Q1 2026.

  • Stifel Financial held 19,246 shares of Genesis Energy worth $343K as of Q1 2026.
  • Stifel Financial sold 59,961 Genesis Energy shares in Q1 2026, an estimated $1.04M.
  • Genesis Energy made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3095 holding.
  • Stifel Financial first reported a position in Genesis Energy in Q1 2014 and has held it in 38 quarters since.
  • Stifel Financial's Genesis Energy position peaked at $18.4M in Q3 2016.
  • 121 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.