Counterpoint Mutual Funds’s Genesis Energy GEL Stock Holding History

Counterpoint Mutual Funds’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 Q1	$313K	Buy	+17,550	New	+$304K	0.05%	218
2023 Q3	–	Sell	-10,843	Closed	-$104K	–	365
2023 Q2	$104K	Buy	10,843 +1,039	+11%	+$10.7K	0.1%	228
2023 Q1	$110K	Buy	+9,804	New	+$110K	0.1%	154
2022 Q2	–	Sell	-1,593	Closed	-$19K	–	282
2022 Q1	$19K	Buy	+1,593	New	+$18.6K	0.01%	214

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Counterpoint Mutual Funds's GEL Position: Q1 2026 in Review

Counterpoint Mutual Funds opened a new position in Genesis Energy (GEL) in Q1 2026: 17,550 shares worth $313K. The stake represents 0.05% of the portfolio and ranks #218 among its holdings. This is a return to the name: Counterpoint Mutual Funds previously reported a position in GEL as recently as Q2 2023.

Counterpoint Mutual Funds first reported a position in GEL in Q1 2022 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold GEL as of Q1 2026.

Counterpoint Mutual Funds held 17,550 shares of Genesis Energy worth $313K as of Q1 2026.
Genesis Energy was a new Counterpoint Mutual Funds position in Q1 2026.
Genesis Energy made up 0.05% of Counterpoint Mutual Funds's portfolio in Q1 2026, its #218 holding.
Counterpoint Mutual Funds first reported a position in Genesis Energy in Q1 2022 and has held it in 4 quarters since.
121 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.