Barber Financial Group’s Genie Energy GNE Stock Holding History

Barber Financial Group’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
2023 Q1	–	Sell	-10,111	Closed	-$105K	–	154
2022 Q4	$105K	Hold	10,111	–	–	0.03%	135
2022 Q3	$95K	Hold	10,111	–	–	0.03%	126
2022 Q2	$93K	Hold	10,111	–	–	0.02%	141
2022 Q1	$68K	Hold	10,111	–	–	0.01%	153
2021 Q4	$56K	Hold	10,111	–	–	0.01%	158
2021 Q3	$66K	Hold	10,111	–	–	0.01%	159
2021 Q2	$64K	Hold	10,111	–	–	0.01%	153
2021 Q1	$64K	Hold	10,111	–	–	0.01%	143
2020 Q4	$73K	Hold	10,111	–	–	0.01%	133
2020 Q3	$81K	Buy	+10,111	New	+$85.4K	0.02%	126

Other funds holding GNE

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barber Financial Group's GNE Position: Q1 2023 in Review

Barber Financial Group sold out of Genie Energy (GNE) in Q1 2023, closing a stake of 10,111 shares — an estimated $105K sold.

Barber Financial Group first reported a position in GNE in Q3 2020 and held it in 10 quarters. The position peaked at $105K in Q4 2022. 59 funds tracked by Wall St. Rank hold GNE as of Q1 2023.

Barber Financial Group reported no remaining Genie Energy position as of Q1 2023 after selling out during the quarter.
Barber Financial Group sold 10,111 Genie Energy shares in Q1 2023, an estimated $105K.
Barber Financial Group first reported a position in Genie Energy in Q3 2020 and held it in 10 quarters.
Barber Financial Group's Genie Energy position peaked at $105K in Q4 2022.
59 funds tracked by Wall St. Rank held Genie Energy as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.