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Rothschild Investment LLC’s Genie Energy GNE Stock Holding History

Rothschild Investment LLC’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 		$361 Buy
+25
New +$350 ﹤0.01% 3336
2025
Q4 		– Sell
-10
Closed -$150 – 3454
2025
Q3 		$150 Hold
10
– – ﹤0.01% 3033
2025
Q2 		$269 Hold
10
– – ﹤0.01% 2879
2025
Q1 		$151 Sell
10
-45
-82% -$656 ﹤0.01% 2900
2024
Q4 		$857 Buy
55
+30
+120% +$471 ﹤0.01% 2300
2024
Q3 		$406 Sell
25
-5
-17% -$82 ﹤0.01% 2526
2024
Q2 		$439 Buy
+30
New +$456 ﹤0.01% 2101

Other funds holding GNE

SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rothschild Investment LLC's GNE Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in Genie Energy (GNE) in Q2 2026: 25 shares worth $361. The stake represents ﹤0.01% of the portfolio and ranks #3336 among its holdings. This is a return to the name: Rothschild Investment LLC previously reported a position in GNE as recently as Q3 2025.

Rothschild Investment LLC first reported a position in GNE in Q2 2024 and has held it in 7 quarters since. The position peaked at $857 in Q4 2024. 27 funds tracked by Wall St. Rank hold GNE as of Q2 2026.

  • Rothschild Investment LLC held 25 shares of Genie Energy worth $361 as of Q2 2026.
  • Genie Energy was a new Rothschild Investment LLC position in Q2 2026.
  • Genie Energy made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3336 holding.
  • Rothschild Investment LLC first reported a position in Genie Energy in Q2 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's Genie Energy position peaked at $857 in Q4 2024.
  • 27 funds tracked by Wall St. Rank held Genie Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.