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Summit Financial’s Genesis Energy GEL Stock Holding History

Summit 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
Q2 		$2.98M Hold
210,497
– – 0.03% 500
2026
Q1 		$3.75M Hold
210,497
– – 0.05% 389
2025
Q4 		$3.28M Hold
210,497
– – 0.05% 357
2025
Q3 		$3.52M Hold
210,497
– – 0.05% 335
2025
Q2 		$3.63M Hold
210,497
– – 0.08% 203
2025
Q1 		$3.3M Hold
210,497
– – 0.09% 189
2024
Q4 		$2.13M Buy
+210,497
New +$2.49M 0.07% 202

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

Summit Financial's GEL Position: Q2 2026 in Review

Summit Financial held its Genesis Energy (GEL) position steady in Q2 2026 at 210,497 shares worth $2.98M. The position accounts for 0.03% of the portfolio, ranked #500.

Summit Financial first reported a position in GEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.75M in Q1 2026. 118 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

  • Summit Financial held 210,497 shares of Genesis Energy worth $2.98M as of Q2 2026.
  • Summit Financial left its Genesis Energy share count unchanged in Q2 2026.
  • Genesis Energy made up 0.03% of Summit Financial's portfolio in Q2 2026, its #500 holding.
  • Summit Financial first reported a position in Genesis Energy in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's Genesis Energy position peaked at $3.75M in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.