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EP Wealth Advisors’s Genie Energy GNE Stock Holding History

EP Wealth Advisors’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 		$336K Buy
+23,281
New +$326K ﹤0.01% 1218

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 $3.37T AUM 44.26% 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

EP Wealth Advisors's GNE Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Genie Energy (GNE) in Q2 2026: 23,281 shares worth $336K. The stake represents ﹤0.01% of the portfolio and ranks #1218 among its holdings.

109 funds tracked by Wall St. Rank hold GNE as of Q2 2026.

  • EP Wealth Advisors held 23,281 shares of Genie Energy worth $336K as of Q2 2026.
  • Genie Energy was a new EP Wealth Advisors position in Q2 2026.
  • Genie Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1218 holding.
  • 109 funds tracked by Wall St. Rank held Genie Energy as of Q2 2026.

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