Principal Financial Group
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Principal Financial Group’s Genie Energy GNE Stock Holding History

Principal Financial Group’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
Q3 		– Sell
-32,355
Closed -$473K – 2299
2024
Q2 		$473K Buy
32,355
+2,941
+10% +$44.7K ﹤0.01% 1975
2024
Q1 		$444K Buy
+29,414
New +$565K ﹤0.01% 2015
2019
Q4 		– Sell
-10,648
Closed -$79K – 2247
2019
Q3 		$79K Buy
+10,648
New +$93K ﹤0.01% 2195

Other funds holding GNE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return

Principal Financial Group's GNE Position: Q3 2024 in Review

Principal Financial Group sold out of Genie Energy (GNE) in Q3 2024, closing a stake of 32,355 shares — an estimated $473K sold.

Principal Financial Group first reported a position in GNE in Q3 2019 and held it in 3 quarters. The position peaked at $473K in Q2 2024. 99 funds tracked by Wall St. Rank hold GNE as of Q3 2024.

  • Principal Financial Group reported no remaining Genie Energy position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 32,355 Genie Energy shares in Q3 2024, an estimated $473K.
  • Principal Financial Group first reported a position in Genie Energy in Q3 2019 and held it in 3 quarters.
  • Principal Financial Group's Genie Energy position peaked at $473K in Q2 2024.
  • 99 funds tracked by Wall St. Rank held Genie Energy as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.