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Raffa Wealth Management’s Genie Energy GNE Stock Holding History

Raffa Wealth Management’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
2020
Q1 		– Sell
-153
Closed -$1.18K – 875
2019
Q4 		$1.18K Hold
153
– – ﹤0.01% 552
2019
Q3 		$1.14K Buy
+153
New +$1.34K ﹤0.01% 542

Other funds holding GNE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raffa Wealth Management's GNE Position: Q1 2020 in Review

Raffa Wealth Management sold out of Genie Energy (GNE) in Q1 2020, closing a stake of 153 shares — an estimated $1.18K sold.

Raffa Wealth Management first reported a position in GNE in Q3 2019 and held it in 2 quarters. The position peaked at $1.18K in Q4 2019. 62 funds tracked by Wall St. Rank hold GNE as of Q1 2020.

  • Raffa Wealth Management reported no remaining Genie Energy position as of Q1 2020 after selling out during the quarter.
  • Raffa Wealth Management sold 153 Genie Energy shares in Q1 2020, an estimated $1.18K.
  • Raffa Wealth Management first reported a position in Genie Energy in Q3 2019 and held it in 2 quarters.
  • Raffa Wealth Management's Genie Energy position peaked at $1.18K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held Genie Energy as of Q1 2020.

Based on Raffa Wealth Management's 13F filing for Q1 2020, filed 27 Jul 2026.