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Bogart Wealth LLC’s Genie Energy GNE Stock Holding History

Bogart Wealth LLC’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 		$1.45K Buy
+100
New +$1.4K ﹤0.01% 1537

Other funds holding GNE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Bogart Wealth LLC's GNE Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Genie Energy (GNE) in Q2 2026: 100 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #1537 among its holdings.

11 funds tracked by Wall St. Rank hold GNE as of Q2 2026.

  • Bogart Wealth LLC held 100 shares of Genie Energy worth $1.45K as of Q2 2026.
  • Genie Energy was a new Bogart Wealth LLC position in Q2 2026.
  • Genie Energy made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1537 holding.
  • 11 funds tracked by Wall St. Rank held Genie Energy as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.