Charles Schwab’s Genie Energy GNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $628K | Buy |
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|
2024
Q4 | $619K | Sell |
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|
2024
Q3 | $682K | Buy |
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|
2024
Q2 | $586K | Sell |
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|
2024
Q1 | $810K | Sell |
|
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|
2023
Q4 | $2.22M | Sell |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $2.05M | Buy |
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|
2023
Q1 | $1.37M | Sell |
|
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|
2022
Q4 | $1.1M | Hold |
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|
2022
Q3 | $997K | Sell |
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|
2022
Q2 | $1.07M | Hold |
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|
2022
Q1 | $791K | Hold |
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|
2021
Q4 | $653K | Hold |
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|
2021
Q3 | $766K | Hold |
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|
2021
Q2 | $741K | Buy |
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|
2021
Q1 | $679K | Buy |
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|
2020
Q4 | $403K | Buy |
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|
2020
Q3 | $270K | Sell |
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|
2020
Q2 | $266K | Buy |
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|
2020
Q1 | $256K | Hold |
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|
2019
Q4 | $275K | Hold |
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|
2019
Q3 | $266K | Hold |
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|
2019
Q2 | $379K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $67K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $152K | Hold |
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|
2017
Q4 | $133K | Hold |
|
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|
2017
Q3 | $200K | Hold |
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|
2017
Q2 | $232K | Buy |
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|
2017
Q1 | $216K | Hold |
|
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|
2016
Q4 | $171K | Hold |
|
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|
2016
Q3 | $176K | Hold |
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|
2016
Q2 | $202K | Hold |
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|
2016
Q1 | $227K | Hold |
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|
2015
Q4 | $332K | Hold |
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|
2015
Q3 | $245K | Hold |
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|
2015
Q2 | $312K | Buy |
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|
2015
Q1 | $102K | Hold |
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|
2014
Q4 | $80K | Hold |
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|
2014
Q3 | $90K | Hold |
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|
2014
Q2 | $101K | Sell |
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|
2014
Q1 | $314K | Hold |
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|
2013
Q4 | $321K | Hold |
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|
2013
Q3 | $290K | Hold |
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|
2013
Q2 | $285K | Buy |
|