WhitTier Trust Company’s Genesis Energy GEL Stock Holding History

WhitTier Trust Company’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	–	Sell	-40,000	Closed	-$706K	–	1442
2026 Q1	$706K	Hold	40,000	–	–	0.01%	339
2025 Q4	$618K	Hold	40,000	–	–	0.01%	340
2025 Q3	$648K	Hold	40,000	–	–	0.01%	329
2025 Q2	$689K	Hold	40,000	–	–	0.02%	357
2025 Q1	$628K	Hold	40,000	–	–	0.02%	349
2024 Q4	$404K	Buy	+40,000	New	+$473K	0.01%	393
2020 Q1	–	Sell	-500	Closed	-$10K	–	995
2019 Q4	$10K	Hold	500	–	–	﹤0.01%	836
2019 Q3	$11K	Sell	500 -500	-50%	-$10.9K	﹤0.01%	805
2019 Q2	$22K	Hold	1,000	–	–	﹤0.01%	720
2019 Q1	$23K	Hold	1,000	–	–	﹤0.01%	711
2018 Q4	$18K	Hold	1,000	–	–	﹤0.01%	748
2018 Q3	$24K	Hold	1,000	–	–	﹤0.01%	729
2018 Q2	$22K	Hold	1,000	–	–	﹤0.01%	739
2018 Q1	$20K	Hold	1,000	–	–	﹤0.01%	758
2017 Q4	$22K	Buy	+1,000	New	+$23.1K	﹤0.01%	693

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

WhitTier Trust Company's GEL Position: Q2 2026 in Review

WhitTier Trust Company sold out of Genesis Energy (GEL) in Q2 2026, closing a stake of 40,000 shares — an estimated $706K sold.

WhitTier Trust Company first reported a position in GEL in Q4 2017 and held it in 15 quarters. The position peaked at $706K in Q1 2026. 118 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

WhitTier Trust Company reported no remaining Genesis Energy position as of Q2 2026 after selling out during the quarter.
WhitTier Trust Company sold 40,000 Genesis Energy shares in Q2 2026, an estimated $706K.
WhitTier Trust Company first reported a position in Genesis Energy in Q4 2017 and held it in 15 quarters.
WhitTier Trust Company's Genesis Energy position peaked at $706K in Q1 2026.
118 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.