Cornerstone Planning Group
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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
Q3 		– Sell
-117
Closed -$1.7K – 777
2026
Q2 		$1.7K Buy
+117
New +$1.64K ﹤0.01% 1366
2026
Q1 		– Sell
-103
Closed -$1.41K – 1857
2025
Q4 		$1.41K Buy
+103
New +$1.52K ﹤0.01% 1264

Other funds holding GNE

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State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Cornerstone Planning Group's GNE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Genie Energy (GNE) in Q3 2026, closing a stake of 117 shares — an estimated $1.7K sold.

Cornerstone Planning Group first reported a position in GNE in Q4 2025 and held it in 2 quarters. The position peaked at $1.7K in Q2 2026. 12 funds tracked by Wall St. Rank hold GNE as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Genie Energy position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 117 Genie Energy shares in Q3 2026, an estimated $1.7K.
  • Cornerstone Planning Group first reported a position in Genie Energy in Q4 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's Genie Energy position peaked at $1.7K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Genie Energy as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.