Investors Research Corp’s Genie Energy GNE Stock Holding History

Investors Research Corp’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 Q4	–	Sell	-266	Closed	-$3.92K	–	1075
2023 Q3	$3.92K	Hold	266	–	–	﹤0.01%	863
2023 Q2	$3.76K	Sell	266 -200	-43%	-$2.96K	﹤0.01%	899
2023 Q1	$6.44K	Hold	466	–	–	﹤0.01%	846
2022 Q4	$4.82K	Hold	466	–	–	﹤0.01%	880
2022 Q3	$4K	Hold	466	–	–	﹤0.01%	885
2022 Q2	$4K	Hold	466	–	–	﹤0.01%	865
2022 Q1	$3K	Hold	466	–	–	﹤0.01%	900
2021 Q4	$3K	Hold	466	–	–	﹤0.01%	885
2021 Q3	$3K	Hold	466	–	–	﹤0.01%	903
2021 Q2	$3K	Hold	466	–	–	﹤0.01%	884
2021 Q1	$3K	Hold	466	–	–	﹤0.01%	874
2020 Q4	$3K	Sell	466 -133	-22%	-$1.12K	﹤0.01%	967
2020 Q3	$5K	Hold	599	–	–	﹤0.01%	919
2020 Q2	$4K	Hold	599	–	–	﹤0.01%	936
2020 Q1	$4K	Hold	599	–	–	﹤0.01%	922
2019 Q4	$5K	Hold	599	–	–	﹤0.01%	937
2019 Q3	$4K	Hold	599	–	–	﹤0.01%	956
2019 Q2	$6K	Hold	599	–	–	﹤0.01%	859
2019 Q1	$5K	Buy	+599	New	+$5K	﹤0.01%	860

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KBG

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

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

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Investors Research Corp's GNE Position: Q4 2023 in Review

Investors Research Corp sold out of Genie Energy (GNE) in Q4 2023, closing a stake of 266 shares — an estimated $3.92K sold.

Investors Research Corp first reported a position in GNE in Q1 2019 and held it in 19 quarters. The position peaked at $6.44K in Q1 2023. 97 funds tracked by Wall St. Rank hold GNE as of Q4 2023.

Investors Research Corp reported no remaining Genie Energy position as of Q4 2023 after selling out during the quarter.
Investors Research Corp sold 266 Genie Energy shares in Q4 2023, an estimated $3.92K.
Investors Research Corp first reported a position in Genie Energy in Q1 2019 and held it in 19 quarters.
Investors Research Corp's Genie Energy position peaked at $6.44K in Q1 2023.
97 funds tracked by Wall St. Rank held Genie Energy as of Q4 2023.

Based on Investors Research Corp's 13F filing for Q4 2023, filed 30 Jan 2024.