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Fulcrum Asset Management’s Genesis Energy GEL Stock Holding History

Fulcrum 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 		$164K Hold
11,683
– – 0.02% 418
2026
Q1 		$207K Hold
11,683
– – 0.03% 158
2025
Q4 		$184K Buy
11,683
+1,546
+15% +$24.3K 0.05% 121
2025
Q3 		$169K Hold
10,137
– – 0.05% 122
2025
Q2 		$175K Buy
+10,137
New +$154K 0.05% 132

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ClearBridge Investments
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
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

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

Fulcrum Asset Management held its Genesis Energy (GEL) position steady in Q2 2026 at 11,683 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #418.

Fulcrum Asset Management first reported a position in GEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $207K in Q1 2026. 118 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

  • Fulcrum Asset Management held 11,683 shares of Genesis Energy worth $164K as of Q2 2026.
  • Fulcrum Asset Management left its Genesis Energy share count unchanged in Q2 2026.
  • Genesis Energy made up 0.02% of Fulcrum Asset Management's portfolio in Q2 2026, its #418 holding.
  • Fulcrum Asset Management first reported a position in Genesis Energy in Q2 2025 and has held it in 5 quarters since.
  • Fulcrum Asset Management's Genesis Energy position peaked at $207K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.