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Freedom Wealth Alliance’s Genie Energy GNE Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-1,446
Closed -$15K – 223
2022
Q4 		$15K Buy
+1,446
New +$14.1K 0.02% 236

Other funds holding GNE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
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
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedom Wealth Alliance's GNE Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Genie Energy (GNE) in Q1 2023, closing a stake of 1,446 shares — an estimated $15K sold.

Freedom Wealth Alliance first reported a position in GNE in Q4 2022 and held it in 1 quarter. The position peaked at $15K in Q4 2022. 59 funds tracked by Wall St. Rank hold GNE as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Genie Energy position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 1,446 Genie Energy shares in Q1 2023, an estimated $15K.
  • Freedom Wealth Alliance first reported a position in Genie Energy in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Genie Energy position peaked at $15K in Q4 2022.
  • 59 funds tracked by Wall St. Rank held Genie Energy as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.