Swan Capital’s Genesis Energy GEL Stock Holding History

Swan Capital’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	$430	Buy	+30	New	+$482	﹤0.01%	524

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

Swan Capital's GEL Position: Q2 2026 in Review

Swan Capital opened a new position in Genesis Energy (GEL) in Q2 2026: 30 shares worth $430. The stake represents ﹤0.01% of the portfolio and ranks #524 among its holdings.

118 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

Swan Capital held 30 shares of Genesis Energy worth $430 as of Q2 2026.
Genesis Energy was a new Swan Capital position in Q2 2026.
Genesis Energy made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #524 holding.
118 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.