R Squared’s Genie Energy GNE Stock Holding History

R Squared’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
2025 Q1	–	Sell	-2,380	Closed	-$37.1K	–	770
2024 Q4	$37.1K	Buy	+2,380	New	+$37.3K	0.04%	617

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

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

OWIM

Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return

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

R Squared's GNE Position: Q1 2025 in Review

R Squared sold out of Genie Energy (GNE) in Q1 2025, closing a stake of 2,380 shares — an estimated $37.1K sold.

R Squared first reported a position in GNE in Q4 2024 and held it in 1 quarter. The position peaked at $37.1K in Q4 2024. 104 funds tracked by Wall St. Rank hold GNE as of Q1 2025.

R Squared reported no remaining Genie Energy position as of Q1 2025 after selling out during the quarter.
R Squared sold 2,380 Genie Energy shares in Q1 2025, an estimated $37.1K.
R Squared first reported a position in Genie Energy in Q4 2024 and held it in 1 quarter.
R Squared's Genie Energy position peaked at $37.1K in Q4 2024.
104 funds tracked by Wall St. Rank held Genie Energy as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.