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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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	+$189K	﹤0.01%	307