Position in GEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$44,001,151
-$11,376,742 QoQ
Shares Held
3,105,233
-0.0% QoQ
Ownership
2.54%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#7
of 118 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Creative Planning holds $303,855,548 across 37 Oil & Gas Midstream names. GEL ranks #1 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEL |
Genesis Energy LP
This page
|
3,105,233 | $44,001,151 | |
| 2 | WMB |
Williams Companies, Inc.
|
444,849 | $33,070,074 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
887,520 | $32,625,234 | |
| 4 | OKE |
Oneok Inc /New/
|
372,725 | $32,404,711 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
813,410 | $26,004,717 | |
| 6 | ENB |
Enbridge Inc
|
425,293 | $23,055,132 | |
| 7 | ET |
Energy Transfer LP
|
971,804 | $18,580,891 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
77,446 | $18,510,367 |
All Filings in GEL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,001,151 | 3,105,233 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $55,377,893 | 3,105,883 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $48,448,654 | 3,105,683 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $51,898,820 | 3,105,854 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $53,517,310 | 3,106,054 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $48,724,573 | 3,105,454 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,396,139 | 3,105,454 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $41,519,919 | 3,105,454 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $43,590,993 | 3,046,191 | Shares | Sole | 2024-08-15 | |
| 2020-06-30 | $79,109 | 10,957 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $55,315 | 14,111 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||