LWM
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Lodestone Wealth Management’s Global X Renewable Energy Producers ETF RNRG Stock Holding History

Lodestone Wealth Management’s Portfolio RNRG Stock Details RNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2K Hold
285
– – ﹤0.01% 515
2026
Q1 		$10.5K Buy
285
+3
+1% +$108 ﹤0.01% 504
2025
Q4 		$9.37K Buy
+282
New +$9.41K ﹤0.01% 516

Other funds holding RNRG

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Lodestone Wealth Management's RNRG Position: Q2 2026 in Review

Lodestone Wealth Management held its Global X Renewable Energy Producers ETF (RNRG) position steady in Q2 2026 at 285 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Lodestone Wealth Management first reported a position in RNRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.5K in Q1 2026. 9 funds tracked by Wall St. Rank hold RNRG as of Q2 2026.

  • Lodestone Wealth Management held 285 shares of Global X Renewable Energy Producers ETF worth $10.2K as of Q2 2026.
  • Lodestone Wealth Management left its Global X Renewable Energy Producers ETF share count unchanged in Q2 2026.
  • Global X Renewable Energy Producers ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #515 holding.
  • Lodestone Wealth Management first reported a position in Global X Renewable Energy Producers ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Global X Renewable Energy Producers ETF position peaked at $10.5K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Global X Renewable Energy Producers ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.