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 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

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

Mather Group's GEL Position: Q2 2026 in Review

Mather Group increased its Genesis Energy (GEL) stake by 13% in Q2 2026, buying an estimated $2.76K and bringing the position to 1,480 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Mather Group first reported a position in GEL in Q1 2024 and has held it in 8 quarters since. The position peaked at $55K in Q1 2024. 118 funds tracked by Wall St. Rank hold GEL as of Q2 2026.

Mather Group held 1,480 shares of Genesis Energy worth $21K as of Q2 2026.
Mather Group bought 172 Genesis Energy shares in Q2 2026, an estimated $2.76K.
Genesis Energy made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1321 holding.
Mather Group first reported a position in Genesis Energy in Q1 2024 and has held it in 8 quarters since.
Mather Group's Genesis Energy position peaked at $55K in Q1 2024.
118 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.