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EverSource Wealth Advisors’s Genie Energy GNE Stock Holding History

EverSource 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 		$781 Buy
54
+22
+69% +$308 ﹤0.01% 4040
2026
Q1 		$452 Sell
32
-125
-80% -$1.77K ﹤0.01% 4085
2025
Q4 		$2.16K Sell
157
-162
-51% -$2.38K ﹤0.01% 3477
2025
Q3 		$4.77K Sell
319
-551
-63% -$9.87K ﹤0.01% 3167
2025
Q2 		$23.4K Buy
870
+800
+1,143% +$15.3K ﹤0.01% 2177
2025
Q1 		$1.05K Buy
70
+45
+180% +$656 ﹤0.01% 3211
2024
Q4 		$390 Buy
+25
New +$392 ﹤0.01% 3271

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

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

EverSource Wealth Advisors increased its Genie Energy (GNE) stake by 69% in Q2 2026, buying an estimated $308 and bringing the position to 54 shares worth $781. The position accounts for ﹤0.01% of the portfolio, ranked #4040.

EverSource Wealth Advisors first reported a position in GNE in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.4K in Q2 2025. 109 funds tracked by Wall St. Rank hold GNE as of Q2 2026.

  • EverSource Wealth Advisors held 54 shares of Genie Energy worth $781 as of Q2 2026.
  • EverSource Wealth Advisors bought 22 Genie Energy shares in Q2 2026, an estimated $308.
  • Genie Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4040 holding.
  • EverSource Wealth Advisors first reported a position in Genie Energy in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Genie Energy position peaked at $23.4K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held Genie Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.