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Cornerstone Planning Group’s Genie Energy GNE Stock Holding History

Cornerstone Planning Group’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
Q1 		– Sell
-103
Closed -$1.41K – 1857
2025
Q4 		$1.41K Buy
+103
New +$1.52K ﹤0.01% 1264

Other funds holding GNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $3.57B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cornerstone Planning Group's GNE Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Genie Energy (GNE) in Q1 2026, closing a stake of 103 shares — an estimated $1.41K sold.

Cornerstone Planning Group first reported a position in GNE in Q4 2025 and held it in 1 quarter. The position peaked at $1.41K in Q4 2025. 116 funds tracked by Wall St. Rank hold GNE as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Genie Energy position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 103 Genie Energy shares in Q1 2026, an estimated $1.41K.
  • Cornerstone Planning Group first reported a position in Genie Energy in Q4 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Genie Energy position peaked at $1.41K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Genie Energy as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.