Jones Financial Companies
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Jones Financial Companies’s Genie Energy GNE Stock Holding History

Jones Financial Companies’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
2026
Q2 		$9.53K Buy
653
+101
+18% +$1.41K ﹤0.01% 3812
2026
Q1 		$7.6K Hold
552
– – ﹤0.01% 3678
2025
Q4 		$7.61K Sell
552
-1,002
-64% -$14.7K ﹤0.01% 3340
2025
Q3 		$23.9K Buy
1,554
+1,002
+182% +$17.9K ﹤0.01% 2702
2025
Q2 		$15.3K Hold
552
– – ﹤0.01% 2710
2025
Q1 		$8.34K Hold
552
– – ﹤0.01% 2786
2024
Q4 		$8.61K Buy
+552
New +$8.66K ﹤0.01% 2579

Other funds holding GNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jones Financial Companies's GNE Position: Q2 2026 in Review

Jones Financial Companies increased its Genie Energy (GNE) stake by 18% in Q2 2026, buying an estimated $1.41K and bringing the position to 653 shares worth $9.53K. The position accounts for ﹤0.01% of the portfolio, ranked #3812.

Jones Financial Companies first reported a position in GNE in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.9K in Q3 2025. 109 funds tracked by Wall St. Rank hold GNE as of Q2 2026.

  • Jones Financial Companies held 653 shares of Genie Energy worth $9.53K as of Q2 2026.
  • Jones Financial Companies bought 101 Genie Energy shares in Q2 2026, an estimated $1.41K.
  • Genie Energy made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3812 holding.
  • Jones Financial Companies first reported a position in Genie Energy in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Genie Energy position peaked at $23.9K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Genie Energy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.