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 Q3	$20.4K	Hold	1,480	–	–	﹤0.01%	1434
2026 Q2	$21K	Buy	1,480 +172	+13%	+$2.76K	﹤0.01%	1321
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

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Mather Group's GEL Position: Q3 2026 in Review

Mather Group held its Genesis Energy (GEL) position steady in Q3 2026 at 1,480 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Mather Group first reported a position in GEL in Q1 2024 and has held it in 9 quarters since. The position peaked at $55K in Q1 2024. 15 funds tracked by Wall St. Rank hold GEL as of Q3 2026.

Mather Group held 1,480 shares of Genesis Energy worth $20.4K as of Q3 2026.
Mather Group left its Genesis Energy share count unchanged in Q3 2026.
Genesis Energy made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1434 holding.
Mather Group first reported a position in Genesis Energy in Q1 2024 and has held it in 9 quarters since.
Mather Group's Genesis Energy position peaked at $55K in Q1 2024.
15 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.