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Avior Wealth Management’s Genie Energy GNE Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-4
Closed -$60 – 2856
2024
Q1 		$60 Buy
+4
New +$77 ﹤0.01% 3407

Other funds holding GNE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avior Wealth Management's GNE Position: Q2 2024 in Review

Avior Wealth Management sold out of Genie Energy (GNE) in Q2 2024, closing a stake of 4 shares — an estimated $60 sold.

Avior Wealth Management first reported a position in GNE in Q1 2024 and held it in 1 quarter. The position peaked at $60 in Q1 2024. 103 funds tracked by Wall St. Rank hold GNE as of Q2 2024.

  • Avior Wealth Management reported no remaining Genie Energy position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 Genie Energy shares in Q2 2024, an estimated $60.
  • Avior Wealth Management first reported a position in Genie Energy in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Genie Energy position peaked at $60 in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Genie Energy as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.