WHG
GEL icon

Westwood Holdings Group’s Genesis Energy GEL Stock Holding History

Westwood Holdings 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
2026
Q2 		$30.1M Sell
2,125,577
-19,642
-0.9% -$315K 0.23% 152
2026
Q1 		$38.2M Buy
2,145,219
+2,085,528
+3,494% +$36.1M 0.28% 118
2025
Q4 		$931K Sell
59,691
-1,834,972
-97% -$28.8M 0.01% 389
2025
Q3 		$31.7M Sell
1,894,663
-139,277
-7% -$2.34M 0.23% 143
2025
Q2 		$35M Sell
2,033,940
-190,125
-9% -$2.88M 0.25% 133
2025
Q1 		$34.9M Sell
2,224,065
-1,498,124
-40% -$18.2M 0.26% 128
2024
Q4 		$37.6M Sell
3,722,189
-185,218
-5% -$2.19M 0.29% 117
2024
Q3 		$52.2M Buy
3,907,407
+577,425
+17% +$7.86M 0.22% 138
2024
Q2 		$47.7M Sell
3,329,982
-695,329
-17% -$8.8M 0.22% 134
2024
Q1 		$44.8M Sell
4,025,311
-162,864
-4% -$1.86M 0.35% 112
2023
Q4 		$48.5M Buy
4,188,175
+59,458
+1% +$681K 0.41% 101
2023
Q3 		$42.6M Buy
4,128,717
+357,393
+9% +$3.52M 0.4% 103
2023
Q2 		$36M Buy
3,771,324
+1,535,322
+69% +$15.8M 0.32% 108
2023
Q1 		$25.2M Buy
2,236,002
+497,800
+29% +$5.6M 0.23% 137
2022
Q4 		$17.7M Buy
+1,738,202
New +$17.9M 0.16% 156
2017
Q1 		– Sell
-286,825
Closed -$10.3M – 413
2016
Q4 		$10.3M Buy
286,825
+14,364
+5% +$502K 0.08% 190
2016
Q3 		$10.3M Buy
+272,461
New +$9.99M 0.09% 182

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Westwood Holdings Group's GEL Position: Q2 2026 in Review

Westwood Holdings Group reduced its Genesis Energy (GEL) stake by 0.92% in Q2 2026, selling an estimated $315K and leaving 2,125,577 shares worth $30.1M. The position accounts for 0.23% of the portfolio, ranked #152.

Westwood Holdings Group first reported a position in GEL in Q3 2016 and has held it in 17 quarters since. The position peaked at $52.2M in Q3 2024. 117 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

  • Westwood Holdings Group held 2,125,577 shares of Genesis Energy worth $30.1M as of Q2 2026.
  • Westwood Holdings Group sold 19,642 Genesis Energy shares in Q2 2026, an estimated $315K.
  • Genesis Energy made up 0.23% of Westwood Holdings Group's portfolio in Q2 2026, its #152 holding.
  • Westwood Holdings Group first reported a position in Genesis Energy in Q3 2016 and has held it in 17 quarters since.
  • Westwood Holdings Group's Genesis Energy position peaked at $52.2M in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.