Root Financial Partners’s Genie Energy GNE Stock Holding History

Root Financial Partners’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
2026 Q2	–	Sell	-4	Closed	-$57	–	1531
2026 Q1	$57	Hold	4	–	–	﹤0.01%	3364
2025 Q4	$55	Buy	+4	New	+$59	﹤0.01%	2376

Other funds holding GNE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Root Financial Partners's GNE Position: Q2 2026 in Review

Root Financial Partners sold out of Genie Energy (GNE) in Q2 2026, closing a stake of 4 shares — an estimated $57 sold.

Root Financial Partners first reported a position in GNE in Q4 2025 and held it in 2 quarters. The position peaked at $57 in Q1 2026. 108 funds tracked by Wall St. Rank hold GNE as of Q2 2026.

Root Financial Partners reported no remaining Genie Energy position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 4 Genie Energy shares in Q2 2026, an estimated $57.
Root Financial Partners first reported a position in Genie Energy in Q4 2025 and held it in 2 quarters.
Root Financial Partners's Genie Energy position peaked at $57 in Q1 2026.
108 funds tracked by Wall St. Rank held Genie Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.