Sunbelt Securities’s Genesis Energy GEL Stock Holding History

Sunbelt Securities’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	$3.57K	Hold	200	–	–	﹤0.01%	1773
2025 Q4	$3.12K	Hold	200	–	–	﹤0.01%	1755
2025 Q3	$3.34K	Hold	200	–	–	﹤0.01%	1726
2025 Q2	$2.02K	Hold	200	–	–	﹤0.01%	1593
2025 Q1	$3.14K	Hold	200	–	–	﹤0.01%	1503
2024 Q4	$2.01K	Sell	200 -250	-56%	-$2.96K	﹤0.01%	1599
2024 Q3	$6.02K	Buy	450 +250	+125%	+$3.4K	﹤0.01%	1396
2024 Q2	$2.86K	Sell	200 -300	-60%	-$3.79K	﹤0.01%	1489
2024 Q1	$5.56K	Hold	500	–	–	﹤0.01%	1345
2023 Q4	$5.79K	Hold	500	–	–	﹤0.01%	1284
2023 Q3	$5.16K	Hold	500	–	–	﹤0.01%	1299
2023 Q2	$4.78K	Hold	500	–	–	﹤0.01%	1331
2023 Q1	$5.57K	Buy	+500	New	+$5.62K	﹤0.01%	1271

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Sunbelt Securities's GEL Position: Q1 2026 in Review

Sunbelt Securities held its Genesis Energy (GEL) position steady in Q1 2026 at 200 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Sunbelt Securities first reported a position in GEL in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.02K in Q3 2024. 121 funds tracked by Wall St. Rank hold GEL as of Q1 2026.

Sunbelt Securities held 200 shares of Genesis Energy worth $3.57K as of Q1 2026.
Sunbelt Securities left its Genesis Energy share count unchanged in Q1 2026.
Genesis Energy made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1773 holding.
Sunbelt Securities first reported a position in Genesis Energy in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Genesis Energy position peaked at $6.02K in Q3 2024.
121 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.