This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GEL/capital-change-brief"
Use Arkolith's capital_change_brief for GEL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | $462.3M | 25.9M | ▲+4.1% Added · +1.0M sh | Q1 2026 | |
| 2 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $134.2M | 7.5M | ▲+3.6% Added · +263K sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $71.8M | 4.0M | ▼−22% Reduced · −1.2M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $70.9M | 4.0M | ▼−1.9% Reduced · −79K sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $66.6M | 3.8M | ▲+7.5% Added · +263K sh | Q1 2026 | |
| 6 | Creative Planning | $55.4M | 3.1M | ▲~0% Added · +200 sh | Q1 2026 | |
| 7 | Clearbridge Investments, LLC | $51.7M | 2.9M | —Held | Q1 2026 | |
| 8 | WESTWOOD HOLDINGS GROUP INC | $38.2M | 2.1M | ▲36× Added · +2.1M sh | Q1 2026 | |
| 9 | MILLER HOWARD INVESTMENTS INC /NY | $35.3M | 2.0M | ▲~0% Added · +565 sh | Q1 2026 | |
| 10 | ING GROEP NV | $34.6M | 1.9M | ▼−22% Reduced · −561K sh | Q1 2026 | |
| 11 | UBS Group AG | $31.6M | 1.8M | ▼−2.1% Reduced · −39K sh | Q1 2026 | |
| 12 | Jefferies Financial Group Inc. | $23.0M | 1.3M | ▼−24% Reduced · −399K sh | Q1 2026 | |
| 13 | NATIXIS | $15.4M | 862K | ▼−29% Reduced · −354K sh | Q1 2026 | |
| 14 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | $11.3M | 632K | ▲+2.4% Added · +15K sh | Q1 2026 | |
| 15 | Blackstone Inc. | $10.3M | 576K | —Held | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $9.7M | 546K | ▲+18% Added · +85K sh | Q1 2026 | |
| 17 | CITIGROUP INC | $9.2M | 516K | ▲+43% Added · +156K sh | Q1 2026 | |
| 18 | BARCLAYS PLC | $8.7M | 485K | ▲+14% Added · +59K sh | Q1 2026 | |
| 19 | MANNING & NAPIER ADVISORS LLC | $8.6M | 485K | ▲+3.1% Added · +15K sh | Q1 2026 | |
| 20 | Callodine Capital Management, LP | $8.6M | 485K | ▲+3.1% Added · +15K sh | Q1 2026 | |
| 21 | NEOS Investment Management LLC | $6.4M | 360K | ▲12× Added · +330K sh | Q1 2026 | |
| 22 | Occam Crest Management LP | $5.9M | 332K | ▼−5.7% Reduced · −20K sh | Q1 2026 | |
| 23 | Argent Trust Co | $5.9M | 329K | —Held | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $4.9M | 274K | ▲+8.0% Added · +20K sh | Q1 2026 | |
| 25 | Advisors Asset Management, Inc. | $4.2M | 233K | ▼−5.1% Reduced · −13K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Taylor Jack T | Director | Option exercise (M) | 3K | — |
| Jul 1, 2026 | Taylor Jack T | Director | Disposed to issuer (D) | 3K | $38K |
| Jul 1, 2026 | Taylor Jack T | Director | Option exercise (M) | 3K | — |
| Jul 1, 2026 | Taylor Jack T | Director | Grant (A) | 3K | — |
| Jul 1, 2026 | Davison James E. Jr. | Director | Option exercise (M) | 2K | — |
| Jul 1, 2026 | Davison James E. Jr. | Director | Disposed to issuer (D) | 2K | $35K |
| Jul 1, 2026 | Davison James E. Jr. | Director | Option exercise (M) | 2K | — |
| Jul 1, 2026 | Davison James E. Jr. | Director | Grant (A) | 3K | — |
| Jul 1, 2026 | JASTROW KENNETH M II | Director | Option exercise (M) | 3K | — |
| Jul 1, 2026 | JASTROW KENNETH M II | Director | Disposed to issuer (D) | 3K | $39K |
| Jul 1, 2026 | JASTROW KENNETH M II | Director | Option exercise (M) | 3K | — |
| Jul 1, 2026 | JASTROW KENNETH M II | Director | Grant (A) | 3K | — |
| Company | Co-held by | Combined value |
|---|---|---|
| NEXTERA ENERGY INCNEE | 42 funds | $1.1B |
| BROADCOM INCAVGO | 41 funds | $6.6B |
| CHEVRON CORPCVX | 41 funds | $2.4B |
| CHENIERE ENERGY INCLNG | 41 funds | $767.5M |
| MICROSOFT CORPMSFT | 40 funds | $12.4B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $6.5B |
| JPMORGAN CHASE & COJPM | 40 funds | $5.8B |
| TESLA INCTSLA | 40 funds | $3.6B |
| EXXON MOBIL CORPXOM | 40 funds | $3.2B |
| MICRON TECHNOLOGY INCMU | 40 funds | $3.2B |
| JOHNSON & JOHNSONJNJ | 40 funds | $3.1B |
| ENERGY TRANSFER LPET | 40 funds | $3.1B |
Ranked by how many of GEL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GEL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.