Ellevest Inc’s Genie Energy GNE Stock Holding History

Ellevest Inc’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 Q4	–	Sell	-45	Closed	–	–	1507
2021 Q3	$0	Hold	45	–	–	﹤0.01%	1471
2021 Q2	$0	Buy	+45	New	+$276	﹤0.01%	1322

Other funds holding GNE

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

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

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

KWM

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

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

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

OWIM

Old West Investment Management Los Angeles, California $923M AUM 112.31% 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

Ellevest Inc's GNE Position: Q4 2021 in Review

Ellevest Inc sold out of Genie Energy (GNE) in Q4 2021, closing a stake of 45 shares.

Ellevest Inc first reported a position in GNE in Q2 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 40 funds tracked by Wall St. Rank hold GNE as of Q4 2021.

Ellevest Inc reported no remaining Genie Energy position as of Q4 2021 after selling out during the quarter.
Ellevest Inc sold 45 Genie Energy shares in Q4 2021.
Ellevest Inc first reported a position in Genie Energy in Q2 2021 and held it in 2 quarters.
Ellevest Inc's Genie Energy position peaked at $0 in Q3 2021.
40 funds tracked by Wall St. Rank held Genie Energy as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.