NewEdge Advisors’s Genie Energy GNE Stock Holding History

NewEdge 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 Q1	–	Sell	-7,925	Closed	-$223K	–	3877
2023 Q4	$223K	Buy	+7,925	New	+$182K	﹤0.01%	1666
2023 Q3	–	Sell	-143	Closed	-$2.03K	–	3542
2023 Q2	$2.03K	Sell	143 -98	-41%	-$1.45K	﹤0.01%	3091
2023 Q1	$3.33K	Sell	241 -1,539	-86%	-$17.5K	﹤0.01%	2897
2022 Q4	$15.9K	Buy	+1,780	New	+$17.3K	﹤0.01%	2205
2020 Q1	–	Sell	-24,075	Closed	-$186K	–	828
2019 Q4	$186K	Buy	24,075 +1,010	+4%	+$7.92K	0.01%	764
2019 Q3	$171K	Buy	+23,065	New	+$201K	0.01%	763
2019 Q2	–	Sell	-23,070	Closed	-$196K	–	675
2019 Q1	$196K	Buy	+23,070	New	+$193K	0.01%	629

Other funds holding GNE

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

NewEdge Advisors's GNE Position: Q1 2024 in Review

NewEdge Advisors sold out of Genie Energy (GNE) in Q1 2024, closing a stake of 7,925 shares — an estimated $223K sold.

NewEdge Advisors first reported a position in GNE in Q1 2019 and held it in 7 quarters. The position peaked at $223K in Q4 2023. 104 funds tracked by Wall St. Rank hold GNE as of Q1 2024.

NewEdge Advisors reported no remaining Genie Energy position as of Q1 2024 after selling out during the quarter.
NewEdge Advisors sold 7,925 Genie Energy shares in Q1 2024, an estimated $223K.
NewEdge Advisors first reported a position in Genie Energy in Q1 2019 and held it in 7 quarters.
NewEdge Advisors's Genie Energy position peaked at $223K in Q4 2023.
104 funds tracked by Wall St. Rank held Genie Energy as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.