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 Q1	$57	Hold	4	–	–	﹤0.01%	3364
2025 Q4	$55	Buy	+4	New	+$59	﹤0.01%	2376

Other funds holding GNE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

SCTC

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Root Financial Partners's GNE Position: Q1 2026 in Review

Root Financial Partners held its Genie Energy (GNE) position steady in Q1 2026 at 4 shares worth $57. The position accounts for ﹤0.01% of the portfolio, ranked #3364.

Root Financial Partners first reported a position in GNE in Q4 2025 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold GNE as of Q1 2026.

Root Financial Partners held 4 shares of Genie Energy worth $57 as of Q1 2026.
Root Financial Partners left its Genie Energy share count unchanged in Q1 2026.
Genie Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3364 holding.
Root Financial Partners first reported a position in Genie Energy in Q4 2025 and has held it in 2 quarters since.
116 funds tracked by Wall St. Rank held Genie Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.