UBS Group’s Genesis Energy GEL Stock Holding History

UBS Group’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
2017 Q1	–	Sell	-30,000	Closed	-$1.08M	–	7757
2016 Q4	$1.08M	Sell	30,000 -10,200	-25%	-$356K	﹤0.01%	3484
2016 Q3	$1.53M	Buy	40,200 +20,200	+101%	+$740K	﹤0.01%	3087
2016 Q2	$767K	Buy	+20,000	New	+$701K	﹤0.01%	3590
2015 Q2	–	Sell	-500	Closed	-$24K	–	8617
2015 Q1	$24K	Sell	500 -500	-50%	-$22.2K	﹤0.01%	6789
2014 Q4	$42K	Buy	+1,000	New	+$46K	﹤0.01%	6694

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

UBS Group's GEL Position: Q1 2026 in Review

UBS Group reduced its Genesis Energy (GEL) stake by 2.2% in Q1 2026, selling an estimated $676K and leaving 1,775,082 shares worth $31.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2111.

UBS Group first reported a position in GEL in Q4 2014 and has held it in 46 quarters since. The position peaked at $100M in Q3 2015. 121 funds tracked by Wall St. Rank hold GEL as of Q1 2026.

UBS Group held 1,775,082 shares of Genesis Energy worth $31.6M as of Q1 2026.
UBS Group sold 39,058 Genesis Energy shares in Q1 2026, an estimated $676K.
Genesis Energy made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2111 holding.
UBS Group first reported a position in Genesis Energy in Q4 2014 and has held it in 46 quarters since.
UBS Group's Genesis Energy position peaked at $100M in Q3 2015.
121 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.