Garde Capital’s Genie Energy GNE Stock Holding History

Garde Capital’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
2025 Q3	–	Sell	-10	Closed	-$269	–	474
2025 Q2	$269	Hold	10	–	–	﹤0.01%	769
2025 Q1	$151	Buy	+10	New	+$146	﹤0.01%	791

Other funds holding GNE

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

JGC

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

Garde Capital's GNE Position: Q3 2025 in Review

Garde Capital sold out of Genie Energy (GNE) in Q3 2025, closing a stake of 10 shares — an estimated $269 sold.

Garde Capital first reported a position in GNE in Q1 2025 and held it in 2 quarters. The position peaked at $269 in Q2 2025. 114 funds tracked by Wall St. Rank hold GNE as of Q3 2025.

Garde Capital reported no remaining Genie Energy position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 10 Genie Energy shares in Q3 2025, an estimated $269.
Garde Capital first reported a position in Genie Energy in Q1 2025 and held it in 2 quarters.
Garde Capital's Genie Energy position peaked at $269 in Q2 2025.
114 funds tracked by Wall St. Rank held Genie Energy as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.