Cerity Partners’s Genie Energy GNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
81,212
-2,474
| -3% | -$66.5K | ﹤0.01% | 1177 |
|
|
2025
Q1 | $1.26M | Sell |
83,686
-9,638
| -10% | -$145K | ﹤0.01% | 1319 |
|
|
2024
Q4 | $1.52M | Sell |
93,324
-1,000
| -1% | -$16.3K | ﹤0.01% | 1229 |
|
|
2024
Q3 | $1.53M | Buy |
94,324
+51,160
| +119% | +$831K | ﹤0.01% | 1208 |
|
|
2024
Q2 | $631K | Sell |
43,164
-55,632
| -56% | -$813K | ﹤0.01% | 1426 |
|
|
2024
Q1 | $1.49M | Buy |
+98,796
| New | +$1.49M | ﹤0.01% | 1101 |
|