Carson Wealth (CWM LLC)’s Genie Energy GNE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30K | Buy |
1,131
+450
| +66% | +$11.9K | ﹤0.01% | 3643 |
|
|
2025
Q1 | $10K | Buy |
681
+434
| +176% | +$6.37K | ﹤0.01% | 4098 |
|
|
2024
Q4 | $4K | Sell |
247
-201
| -45% | -$3.26K | ﹤0.01% | 4306 |
|
|
2024
Q3 | $7K | Buy |
448
+230
| +106% | +$3.59K | ﹤0.01% | 3939 |
|
|
2024
Q2 | $3K | Buy |
218
+154
| +241% | +$2.12K | ﹤0.01% | 4068 |
|
|
2024
Q1 | $1K | Buy |
+64
| New | +$1K | ﹤0.01% | 4134 |
|
|
2016
Q3 | – | Sell |
-45
| Closed | – | – | 1018 |
|
|
2016
Q2 | $0 | Hold |
45
| – | – | ﹤0.01% | 818 |
|
|
2016
Q1 | $0 | Hold |
45
| – | – | ﹤0.01% | 775 |
|
|
2015
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 638 |
|
|
2015
Q3 | $0 | Buy |
+45
| New | – | ﹤0.01% | 641 |
|
|
2014
Q1 | – | Sell |
-45
| Closed | – | – | 263 |
|
|
2013
Q4 | $0 | Buy |
+45
| New | – | ﹤0.01% | 587 |
|