Carson Wealth (CWM LLC)’s Genie Energy GNE Stock Holding History

Carson Wealth (CWM 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 Q1	$3.87K	Sell	274 -152	-36%	-$2.16K	﹤0.01%	5114
2025 Q4	$6K	Sell	426 -668	-61%	-$9.83K	﹤0.01%	4748
2025 Q3	$16K	Sell	1,094 -37	-3%	-$663	﹤0.01%	4242
2025 Q2	$30K	Buy	1,131 +450	+66%	+$8.62K	﹤0.01%	3645
2025 Q1	$10K	Buy	681 +434	+176%	+$6.33K	﹤0.01%	4104
2024 Q4	$4K	Sell	247 -201	-45%	-$3.15K	﹤0.01%	4308
2024 Q3	$7K	Buy	448 +230	+106%	+$3.76K	﹤0.01%	3941
2024 Q2	$3K	Buy	218 +154	+241%	+$2.34K	﹤0.01%	4070
2024 Q1	$1K	Buy	+64	New	+$1.23K	﹤0.01%	4138
2016 Q3	–	Sell	-45	Closed	–	–	1020
2016 Q2	$0	Hold	45	–	–	﹤0.01%	822
2016 Q1	$0	Hold	45	–	–	﹤0.01%	776
2015 Q4	$1K	Hold	45	–	–	﹤0.01%	639
2015 Q3	$0	Buy	+45	New	+$439	﹤0.01%	644
2014 Q1	–	Sell	-45	Closed	–	–	285
2013 Q4	$0	Buy	+45	New	+$505	﹤0.01%	638

Other funds holding GNE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GNE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Genie Energy (GNE) stake by 36% in Q1 2026, selling an estimated $2.16K and leaving 274 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #5114.

Carson Wealth (CWM LLC) first reported a position in GNE in Q4 2013 and has held it in 14 quarters since. The position peaked at $30K in Q2 2025. 116 funds tracked by Wall St. Rank hold GNE as of Q1 2026.

Carson Wealth (CWM LLC) held 274 shares of Genie Energy worth $3.87K as of Q1 2026.
Carson Wealth (CWM LLC) sold 152 Genie Energy shares in Q1 2026, an estimated $2.16K.
Genie Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5114 holding.
Carson Wealth (CWM LLC) first reported a position in Genie Energy in Q4 2013 and has held it in 14 quarters since.
Carson Wealth (CWM LLC)'s Genie Energy position peaked at $30K in Q2 2025.
116 funds tracked by Wall St. Rank held Genie Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.