IA
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IFP Advisors’s Genie Energy GNE Stock Holding History

IFP Advisors’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
Q4 		– Sell
-42
Closed -$628 – 4945
2025
Q3 		$628 Buy
42
+14
+50% +$251 ﹤0.01% 4109
2025
Q2 		$1.83K Buy
+28
New +$537 ﹤0.01% 3933
2025
Q1 		– Sell
-139
Closed -$2.17K – 4469
2024
Q4 		$2.17K Buy
+139
New +$2.18K ﹤0.01% 3075
2021
Q3 		– Hold
0
– – – 3906
2021
Q2 		– Hold
0
– – – 3619
2021
Q1 		– Hold
0
– – – 3540
2020
Q4 		– Hold
0
– – – 3407
2020
Q3 		– Hold
0
– – – 3285
2020
Q2 		– Hold
0
– – – 3155
2020
Q1 		– Hold
0
– – – 3147
2019
Q4 		– Hold
0
– – – 3151
2019
Q3 		– Hold
0
– – – 3308

Other funds holding GNE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JGC
J. Goldman & Co New York $2.16B AUM 33.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return