Cresset Asset Management’s Genesis Energy GEL Stock Holding History

Cresset Asset Management’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	$1.42M	Sell	100,340 -2,975	-3%	-$47.8K	0.01%	770
2026 Q1	$1.84M	Sell	103,315 -700	-0.7%	-$12.1K	0.01%	582
2025 Q4	$1.62M	Hold	104,015	–	–	0.01%	628
2025 Q3	$1.74M	Sell	104,015 -47,600	-31%	-$800K	0.01%	580
2025 Q2	$2.61M	Buy	151,615 +8,325	+6%	+$126K	0.01%	442
2025 Q1	$2.25M	Hold	143,290	–	–	0.01%	508
2024 Q4	$1.45M	Buy	+143,290	New	+$1.69M	0.01%	651
2022 Q3	–	Sell	-30,545	Closed	-$245K	–	913
2022 Q2	$245K	Sell	30,545 -1,955	-6%	-$22.1K	﹤0.01%	769
2022 Q1	$381K	Sell	32,500 -14,678	-31%	-$171K	﹤0.01%	690
2021 Q4	$505K	Buy	47,178 +833	+2%	+$9.27K	﹤0.01%	695
2021 Q3	$462K	Buy	46,345 +31,345	+209%	+$288K	0.01%	655
2021 Q2	$174K	Buy	+15,000	New	+$151K	﹤0.01%	964
2020 Q2	–	Sell	-101,000	Closed	-$396K	–	685
2020 Q1	$396K	Buy	+101,000	New	+$1.39M	0.01%	331
2019 Q4	–	Sell	-89,521	Closed	-$1.92M	–	623
2019 Q3	$1.92M	Buy	89,521 +1,009	+1%	+$21.9K	0.06%	134
2019 Q2	$1.94M	Buy	+88,512	New	+$1.97M	0.06%	126
2019 Q1	–	Sell	-400	Closed	-$7K	–	2031
2018 Q4	$7K	Buy	+400	New	+$9K	﹤0.01%	929

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

Cresset Asset Management's GEL Position: Q2 2026 in Review

Cresset Asset Management reduced its Genesis Energy (GEL) stake by 2.9% in Q2 2026, selling an estimated $47.8K and leaving 100,340 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #770.

Cresset Asset Management first reported a position in GEL in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.61M in Q2 2025. 118 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

Cresset Asset Management held 100,340 shares of Genesis Energy worth $1.42M as of Q2 2026.
Cresset Asset Management sold 2,975 Genesis Energy shares in Q2 2026, an estimated $47.8K.
Genesis Energy made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #770 holding.
Cresset Asset Management first reported a position in Genesis Energy in Q4 2018 and has held it in 16 quarters since.
Cresset Asset Management's Genesis Energy position peaked at $2.61M in Q2 2025.
118 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.