MFA Wealth Advisors’s Genie Energy GNE Stock Holding History

MFA Wealth 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
2024 Q4	–	Sell	-1,417	Closed	-$23K	–	194
2024 Q3	$23K	Hold	1,417	–	–	0.01%	253
2024 Q2	$20.7K	Buy	+1,417	New	+$21.6K	﹤0.01%	257

Other funds holding GNE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MFA Wealth Advisors's GNE Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Genie Energy (GNE) in Q4 2024, closing a stake of 1,417 shares — an estimated $23K sold.

MFA Wealth Advisors first reported a position in GNE in Q2 2024 and held it in 2 quarters. The position peaked at $23K in Q3 2024. 108 funds tracked by Wall St. Rank hold GNE as of Q4 2024.

MFA Wealth Advisors reported no remaining Genie Energy position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 1,417 Genie Energy shares in Q4 2024, an estimated $23K.
MFA Wealth Advisors first reported a position in Genie Energy in Q2 2024 and held it in 2 quarters.
MFA Wealth Advisors's Genie Energy position peaked at $23K in Q3 2024.
108 funds tracked by Wall St. Rank held Genie Energy as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.