Cerity Partners
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Cerity Partners’s Genie Energy GNE Stock Holding History

Cerity Partners’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 		$1.08M Buy
74,436
+826
+1% +$11.6K ﹤0.01% 1959
2026
Q1 		$1.04M Sell
73,610
-424
-0.6% -$6.01K ﹤0.01% 1843
2025
Q4 		$1.02M Sell
74,034
-2,118
-3% -$31.2K ﹤0.01% 1713
2025
Q3 		$1.14M Sell
76,152
-5,060
-6% -$90.6K ﹤0.01% 1540
2025
Q2 		$2.18M Sell
81,212
-2,474
-3% -$47.4K ﹤0.01% 1178
2025
Q1 		$1.26M Sell
83,686
-9,638
-10% -$141K ﹤0.01% 1324
2024
Q4 		$1.52M Sell
93,324
-1,000
-1% -$15.7K ﹤0.01% 1229
2024
Q3 		$1.53M Buy
94,324
+51,160
+119% +$836K ﹤0.01% 1208
2024
Q2 		$631K Sell
43,164
-55,632
-56% -$846K ﹤0.01% 1428
2024
Q1 		$1.49M Buy
+98,796
New +$1.9M ﹤0.01% 1101

Other funds holding GNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.94% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cerity Partners's GNE Position: Q2 2026 in Review

Cerity Partners increased its Genie Energy (GNE) stake by 1.1% in Q2 2026, buying an estimated $11.6K and bringing the position to 74,436 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

Cerity Partners first reported a position in GNE in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.18M in Q2 2025. 101 funds tracked by Wall St. Rank hold GNE as of Q2 2026.

  • Cerity Partners held 74,436 shares of Genie Energy worth $1.08M as of Q2 2026.
  • Cerity Partners bought 826 Genie Energy shares in Q2 2026, an estimated $11.6K.
  • Genie Energy made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1959 holding.
  • Cerity Partners first reported a position in Genie Energy in Q1 2024 and has held it in 10 quarters since.
  • Cerity Partners's Genie Energy position peaked at $2.18M in Q2 2025.
  • 101 funds tracked by Wall St. Rank held Genie Energy as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.