Summit Financial Wealth Advisors’s Genesis Energy GEL Stock Holding History

Summit Financial Wealth Advisors’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	$235K	Hold	16,613	–	–	0.03%	196
2026 Q1	$296K	Sell	16,613 -300	-2%	-$5.19K	0.04%	156
2025 Q4	$264K	Hold	16,913	–	–	0.04%	159
2025 Q3	$280K	Hold	16,913	–	–	0.04%	144
2025 Q2	$291K	Hold	16,913	–	–	0.05%	134
2025 Q1	$265K	Buy	16,913 +100	+0.6%	+$1.22K	0.05%	123
2024 Q4	$177K	Hold	16,813	–	–	0.03%	149
2024 Q3	$225K	Hold	16,813	–	–	0.04%	136
2024 Q2	$241K	Hold	16,813	–	–	0.05%	122
2024 Q1	$187K	Hold	16,813	–	–	0.04%	132
2023 Q4	$195K	Hold	16,813	–	–	0.04%	122
2023 Q3	$193K	Buy	16,813 +200	+1%	+$1.97K	0.05%	114
2023 Q2	$159K	Hold	16,613	–	–	0.04%	120
2023 Q1	$187K	Hold	16,613	–	–	0.04%	121
2022 Q4	$170K	Hold	16,613	–	–	0.04%	124
2022 Q3	$190K	Hold	16,613	–	–	0.05%	116
2022 Q2	$138K	Buy	16,613 +5,000	+43%	+$56.5K	0.03%	128
2022 Q1	$136K	Hold	11,613	–	–	0.03%	126
2021 Q4	$134K	Hold	11,613	–	–	0.03%	136
2021 Q3	$116K	Hold	11,613	–	–	0.03%	129
2021 Q2	$135K	Hold	11,613	–	–	0.03%	123
2021 Q1	$72K	Hold	11,613	–	–	0.02%	114
2020 Q4	$52K	Hold	11,613	–	–	0.01%	101
2020 Q3	$50K	Hold	11,613	–	–	0.01%	119
2020 Q2	$73K	Hold	11,613	–	–	0.02%	118
2020 Q1	$48K	Buy	+11,613	New	+$160K	0.02%	118

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Summit Financial Wealth Advisors's GEL Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its Genesis Energy (GEL) position steady in Q2 2026 at 16,613 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #196.

Summit Financial Wealth Advisors first reported a position in GEL in Q1 2020 and has held it in 26 quarters since. The position peaked at $296K in Q1 2026. 118 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

Summit Financial Wealth Advisors held 16,613 shares of Genesis Energy worth $235K as of Q2 2026.
Summit Financial Wealth Advisors left its Genesis Energy share count unchanged in Q2 2026.
Genesis Energy made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #196 holding.
Summit Financial Wealth Advisors first reported a position in Genesis Energy in Q1 2020 and has held it in 26 quarters since.
Summit Financial Wealth Advisors's Genesis Energy position peaked at $296K in Q1 2026.
118 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.