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Granite Bay Wealth Management’s Genie Energy GNE Stock Holding History

Granite Bay Wealth Management’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
2024
Q1 		– Sell
-39,375
Closed -$905K – 148
2023
Q4 		$905K Buy
39,375
+26,500
+206% +$609K 0.01% 217
2023
Q3 		$189K Buy
+12,875
New +$187K ﹤0.01% 307

Other funds holding GNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Granite Bay Wealth Management's GNE Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Genie Energy (GNE) in Q1 2024, closing a stake of 39,375 shares — an estimated $905K sold.

Granite Bay Wealth Management first reported a position in GNE in Q3 2023 and held it in 2 quarters. The position peaked at $905K in Q4 2023. 104 funds tracked by Wall St. Rank hold GNE as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Genie Energy position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 39,375 Genie Energy shares in Q1 2024, an estimated $905K.
  • Granite Bay Wealth Management first reported a position in Genie Energy in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Genie Energy position peaked at $905K in Q4 2023.
  • 104 funds tracked by Wall St. Rank held Genie Energy as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.