EverSource Wealth Advisors’s Genie Energy GNE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$23.4K	Buy	870 +800	+1,143%	+$21.5K	﹤0.01%	2169
2025 Q1	$1.05K	Buy	70 +45	+180%	+$678	﹤0.01%	3209
2024 Q4	$390	Buy	+25	New	+$390	﹤0.01%	3271