SWP
Significant Wealth Partners’s Genie Energy GNE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $434K | Buy |
16,142
+474
| +3% | +$12.7K | 0.21% | 41 |
|
2025
Q1 | $236K | Buy |
15,668
+2,675
| +21% | +$40.3K | 0.12% | 67 |
|
2024
Q4 | $203K | Buy |
+12,993
| New | +$203K | 0.1% | 74 |
|
2024
Q1 | – | Sell |
-171,079
| Closed | -$4.81M | – | 163 |
|
2023
Q4 | $4.81M | Buy |
+171,079
| New | +$4.81M | 3.5% | 1 |
|