Mather Group’s Genesis Energy GEL Stock Holding History

Mather Group’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	$23.3K	Buy	+1,308	New	+$22.6K	﹤0.01%	1242
2025 Q4	–	Sell	-1,796	Closed	-$30K	–	1032
2025 Q3	$30K	Buy	+1,796	New	+$30.2K	﹤0.01%	1022
2025 Q2	–	Sell	-1,796	Closed	-$28.2K	–	1038
2025 Q1	$28.2K	Hold	1,796	–	–	﹤0.01%	1018
2024 Q4	$18.2K	Hold	1,796	–	–	﹤0.01%	1107
2024 Q3	$24K	Sell	1,796 -2,563	-59%	-$34.9K	﹤0.01%	1028
2024 Q2	$48.5K	Sell	4,359 -393	-8%	-$4.97K	﹤0.01%	1006
2024 Q1	$55K	Buy	+4,752	New	+$54.3K	﹤0.01%	850

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

Mather Group's GEL Position: Q1 2026 in Review

Mather Group opened a new position in Genesis Energy (GEL) in Q1 2026: 1,308 shares worth $23.3K. The stake represents ﹤0.01% of the portfolio and ranks #1242 among its holdings. This is a return to the name: Mather Group previously reported a position in GEL as recently as Q3 2025.

Mather Group first reported a position in GEL in Q1 2024 and has held it in 7 quarters since. The position peaked at $55K in Q1 2024. 121 funds tracked by Wall St. Rank hold GEL as of Q1 2026.

Mather Group held 1,308 shares of Genesis Energy worth $23.3K as of Q1 2026.
Genesis Energy was a new Mather Group position in Q1 2026.
Genesis Energy made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1242 holding.
Mather Group first reported a position in Genesis Energy in Q1 2024 and has held it in 7 quarters since.
Mather Group's Genesis Energy position peaked at $55K in Q1 2024.
121 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.