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Clearstead Advisors’s Genie Energy GNE Stock Holding History

Clearstead Advisors’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 		$58 Buy
+4
New +$56 ﹤0.01% 3457
2025
Q4 		– Sell
-26
Closed -$389 – 2948
2025
Q3 		$389 Buy
+26
New +$466 ﹤0.01% 2771

Other funds holding GNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Clearstead Advisors's GNE Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Genie Energy (GNE) in Q2 2026: 4 shares worth $58. The stake represents ﹤0.01% of the portfolio and ranks #3457 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in GNE as recently as Q3 2025.

Clearstead Advisors first reported a position in GNE in Q3 2025 and has held it in 2 quarters since. The position peaked at $389 in Q3 2025. 33 funds tracked by Wall St. Rank hold GNE as of Q2 2026.

  • Clearstead Advisors held 4 shares of Genie Energy worth $58 as of Q2 2026.
  • Genie Energy was a new Clearstead Advisors position in Q2 2026.
  • Genie Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3457 holding.
  • Clearstead Advisors first reported a position in Genie Energy in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Genie Energy position peaked at $389 in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Genie Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.