UBS AM’s Genesis Energy GEL Stock Holding History

UBS AM’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	$1.77K	Hold	125	–	–	﹤0.01%	3560
2026 Q1	$2.23K	Buy	+125	New	+$2.16K	﹤0.01%	3575

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

UBS AM's GEL Position: Q2 2026 in Review

UBS AM held its Genesis Energy (GEL) position steady in Q2 2026 at 125 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #3560.

UBS AM first reported a position in GEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.23K in Q1 2026. 118 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

UBS AM held 125 shares of Genesis Energy worth $1.77K as of Q2 2026.
UBS AM left its Genesis Energy share count unchanged in Q2 2026.
Genesis Energy made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3560 holding.
UBS AM first reported a position in Genesis Energy in Q1 2026 and has held it in 2 quarters since.
UBS AM's Genesis Energy position peaked at $2.23K in Q1 2026.
118 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.