Creative Planning’s Genie Energy GNE Stock Holding History

Creative Planning’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
2021 Q3	–	Sell	-10,502	Closed	-$66K	–	2160
2021 Q2	$66K	Hold	10,502	–	–	﹤0.01%	1915
2021 Q1	$67K	Hold	10,502	–	–	﹤0.01%	2316
2020 Q4	$76K	Buy	+10,502	New	+$88.8K	﹤0.01%	2058
2017 Q3	–	Sell	-1,065	Closed	-$8K	–	2622
2017 Q2	$8K	Buy	1,065 +500	+88%	+$3.82K	﹤0.01%	3745
2017 Q1	$4K	Buy	+565	New	+$3.31K	﹤0.01%	4045
2015 Q4	–	Sell	-40	Closed	–	–	4469
2015 Q3	$0	Buy	+40	New	+$390	﹤0.01%	4320

Other funds holding GNE

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CTC

Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning's GNE Position: Q3 2021 in Review

Creative Planning sold out of Genie Energy (GNE) in Q3 2021, closing a stake of 10,502 shares — an estimated $66K sold.

Creative Planning first reported a position in GNE in Q3 2015 and held it in 6 quarters. The position peaked at $76K in Q4 2020. 39 funds tracked by Wall St. Rank hold GNE as of Q3 2021.

Creative Planning reported no remaining Genie Energy position as of Q3 2021 after selling out during the quarter.
Creative Planning sold 10,502 Genie Energy shares in Q3 2021, an estimated $66K.
Creative Planning first reported a position in Genie Energy in Q3 2015 and held it in 6 quarters.
Creative Planning's Genie Energy position peaked at $76K in Q4 2020.
39 funds tracked by Wall St. Rank held Genie Energy as of Q3 2021.

Based on Creative Planning's 13F filing for Q3 2021, filed 10 Nov 2021.