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Koss-Olinger Consulting’s Genie Energy GNE Stock Holding History

Koss-Olinger Consulting’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
-11,888
Closed -$334K – 137
2023
Q4 		$334K Sell
11,888
-11,867
-50% -$273K 0.03% 226
2023
Q3 		$350K Buy
23,755
+3,906
+20% +$56.7K 0.05% 167
2023
Q2 		$281K Buy
19,849
+1,453
+8% +$21.5K 0.03% 194
2023
Q1 		$254K Buy
18,396
+639
+4% +$7.28K 0.03% 198
2022
Q4 		$184K Buy
+17,757
New +$173K 0.03% 222
2021
Q4 		– Sell
-10,888
Closed -$71K – 236
2021
Q3 		$71K Hold
10,888
– – 0.01% 227
2021
Q2 		$69K Hold
10,888
– – 0.01% 243
2021
Q1 		$69K Buy
+10,888
New +$81.5K 0.01% 232

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

Koss-Olinger Consulting's GNE Position: Q1 2024 in Review

Koss-Olinger Consulting sold out of Genie Energy (GNE) in Q1 2024, closing a stake of 11,888 shares — an estimated $334K sold.

Koss-Olinger Consulting first reported a position in GNE in Q1 2021 and held it in 8 quarters. The position peaked at $350K in Q3 2023. 104 funds tracked by Wall St. Rank hold GNE as of Q1 2024.

  • Koss-Olinger Consulting reported no remaining Genie Energy position as of Q1 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 11,888 Genie Energy shares in Q1 2024, an estimated $334K.
  • Koss-Olinger Consulting first reported a position in Genie Energy in Q1 2021 and held it in 8 quarters.
  • Koss-Olinger Consulting's Genie Energy position peaked at $350K in Q3 2023.
  • 104 funds tracked by Wall St. Rank held Genie Energy as of Q1 2024.

Based on Koss-Olinger Consulting's 13F filing for Q1 2024, filed 18 Apr 2024.