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Allworth Financial’s Genie Energy GNE Stock Holding History

Allworth Financial’s Portfolio GNE Stock Details GNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.74K Buy
+120
New +$1.68K ﹤0.01% 4561
2026
Q1 		– Sell
-18
Closed -$255 – 5184
2025
Q4 		$249 Buy
18
+9
+100% +$132 ﹤0.01% 4676
2025
Q3 		$135 Sell
9
-6
-40% -$107 ﹤0.01% 4647
2025
Q2 		$404 Sell
15
-5
-25% -$96 ﹤0.01% 4189
2025
Q1 		$302 Buy
+20
New +$292 ﹤0.01% 3792

Other funds holding GNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allworth Financial's GNE Position: Q2 2026 in Review

Allworth Financial opened a new position in Genie Energy (GNE) in Q2 2026: 120 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #4561 among its holdings. This is a return to the name: Allworth Financial previously reported a position in GNE as recently as Q4 2025.

Allworth Financial first reported a position in GNE in Q1 2025 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold GNE as of Q2 2026.

  • Allworth Financial held 120 shares of Genie Energy worth $1.74K as of Q2 2026.
  • Genie Energy was a new Allworth Financial position in Q2 2026.
  • Genie Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4561 holding.
  • Allworth Financial first reported a position in Genie Energy in Q1 2025 and has held it in 5 quarters since.
  • 109 funds tracked by Wall St. Rank held Genie Energy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.