UBS Group
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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
-50,500
Closed -$1.82M – 7758
2016
Q4 		$1.82M Buy
+50,500
New +$1.76M ﹤0.01% 2992
2015
Q1 		– Sell
-615,600
Closed -$26.1M – 8998
2014
Q4 		$26.1M Buy
+615,600
New +$28.3M 0.02% 847

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
ClearBridge Investments
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.