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Significant Wealth Partners’s Genie Energy GNE Stock Holding History

Significant Wealth 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
2025
Q4 		– Sell
-16,101
Closed -$241K – 82
2025
Q3 		$241K Sell
16,101
-41
-0.3% -$734 0.12% 83
2025
Q2 		$434K Buy
16,142
+474
+3% +$9.08K 0.21% 41
2025
Q1 		$236K Buy
15,668
+2,675
+21% +$39K 0.12% 67
2024
Q4 		$203K Buy
+12,993
New +$204K 0.1% 74
2024
Q1 		– Sell
-171,079
Closed -$4.81M – 163
2023
Q4 		$4.81M Buy
+171,079
New +$3.93M 3.5% 1

Other funds holding GNE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JGC
J. Goldman & Co New York $2.16B AUM 33.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return