Corient Private Wealth
GNE icon

Corient Private Wealth’s Genie Energy GNE Stock Holding History

Corient Private Wealth’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 		$152K Sell
10,503
-7,025
-40% -$98.2K ﹤0.01% 2868
2026
Q1 		$248K Buy
+17,528
New +$249K ﹤0.01% 2434

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 46.92% 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 $3.38T AUM 44.17% 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

Corient Private Wealth's GNE Position: Q2 2026 in Review

Corient Private Wealth reduced its Genie Energy (GNE) stake by 40% in Q2 2026, selling an estimated $98.2K and leaving 10,503 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #2868.

Corient Private Wealth first reported a position in GNE in Q1 2026 and has held it in 2 quarters since. The position peaked at $248K in Q1 2026. 108 funds tracked by Wall St. Rank hold GNE as of Q2 2026.

  • Corient Private Wealth held 10,503 shares of Genie Energy worth $152K as of Q2 2026.
  • Corient Private Wealth sold 7,025 Genie Energy shares in Q2 2026, an estimated $98.2K.
  • Genie Energy made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2868 holding.
  • Corient Private Wealth first reported a position in Genie Energy in Q1 2026 and has held it in 2 quarters since.
  • Corient Private Wealth's Genie Energy position peaked at $248K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Genie Energy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.