Root Financial Partners
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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
Q3 		$112 Buy
+7
New +$104 ﹤0.01% 3628
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

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Bank of New York Mellon
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Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Root Financial Partners's GNE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Genie Energy (GNE) in Q3 2026: 7 shares worth $112. The stake represents ﹤0.01% of the portfolio and ranks #3628 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GNE as recently as Q1 2026.

Root Financial Partners first reported a position in GNE in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold GNE as of Q3 2026.

  • Root Financial Partners held 7 shares of Genie Energy worth $112 as of Q3 2026.
  • Genie Energy was a new Root Financial Partners position in Q3 2026.
  • Genie Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3628 holding.
  • Root Financial Partners first reported a position in Genie Energy in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Genie Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.