Pekin Hardy Strauss, Inc. GEL — GENESIS ENERGY L P

Ownership history in Pekin Hardy Strauss, Inc.  ·  7 quarters on record

AI Ownership Summary

Pekin Hardy Strauss, Inc. reported GENESIS ENERGY L P (GEL) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.14% in 2024 Q2. The latest visible filing shows GEL at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pekin Hardy Strauss, Inc.'s position in GENESIS ENERGY L P, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GEL was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GEL stock page Pekin Hardy Strauss, Inc. fund profile Pekin Hardy Strauss, Inc. full holdings
How Pekin Hardy Strauss, Inc. held GEL — position size vs. price
% of Fund (quarterly)    GEL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 16,000 -2,500 -13.5% 0.02% $227K 2026-07-30 $15.28
2026 Q1 UNCHANGED — — — 18,500 — 0% 0.03% $330K 2026-05-07 $16.48
2025 Q4 REDUCED 9.8% +15.4% ❌ 18,500 -2,000 -9.8% 0.03% $289K 2026-01-30 $16.44
2025 Q3 UNCHANGED — — — 20,500 — 0% 0.03% $343K 2025-11-10 $15.78
2025 Q2 REDUCED 70.4% -2.5% ✅ 20,500 -48,700 -70.4% 0.04% $353K 2025-08-06 $16.34
2024 Q3 REDUCED — — — 69,200 -1,600 -2.3% 0.12% $925K 2024-11-12 $10.08
2024 Q2 INITIATED — — — 70,800 — — 0.14% $1.0M 2024-08-09 $12.31

🏢 Other funds also holding GEL

As of 2026 Q2 — sorted by position size

ALPS ADVISORS INC 3Y 7Y 1.65% DBA TRADING, LLC 0.65% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 0.64% Fractal Investments LLC 3Y 0.56% Horrell Capital Management, Inc. 3Y 7Y 0.14% Pettinga Financial Advisors LLC 3Y 7Y 0.04% Sowell Financial Services LLC 3Y 7Y 0.04% Claro Advisors Inc. 3Y 7Y 0.04% Summit Financial Wealth Advisors, LLC 3Y 7Y 0.03% Maryland State Retirement & Pension System 3Y 0.03%

FAQ About Pekin Hardy Strauss, Inc. and GEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pekin Hardy Strauss, Inc. reported owning GEL?

Pekin Hardy Strauss, Inc. reported GEL across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported GEL position in Pekin Hardy Strauss, Inc.'s portfolio?

The largest reported portfolio weight for GEL was 0.14% in 2024 Q2.

What is the latest reported GEL position on this page?

The most recent filing on this page is 2026 Q2, when Pekin Hardy Strauss, Inc. reported 16,000 shares, equal to 0.02% of portfolio, with an estimated market value of $227K.

What does the chart on this GEL ownership page compare?

The chart compares Pekin Hardy Strauss, Inc.'s quarterly GEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Pekin Hardy Strauss, Inc. time their GEL position?

Based on 13F filing dates vs. subsequent GEL price moves, Pekin Hardy Strauss, Inc. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on GEL relative to SPY over the holding period was +1334.7%.

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