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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

KBG

Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return

Significant Wealth Partners's GNE Position: Q4 2025 in Review

Significant Wealth Partners sold out of Genie Energy (GNE) in Q4 2025, closing a stake of 16,101 shares — an estimated $241K sold.

Significant Wealth Partners first reported a position in GNE in Q4 2023 and held it in 5 quarters. The position peaked at $4.81M in Q4 2023. 116 funds tracked by Wall St. Rank hold GNE as of Q4 2025.

Significant Wealth Partners reported no remaining Genie Energy position as of Q4 2025 after selling out during the quarter.
Significant Wealth Partners sold 16,101 Genie Energy shares in Q4 2025, an estimated $241K.
Significant Wealth Partners first reported a position in Genie Energy in Q4 2023 and held it in 5 quarters.
Significant Wealth Partners's Genie Energy position peaked at $4.81M in Q4 2023.
116 funds tracked by Wall St. Rank held Genie Energy as of Q4 2025.

Based on Significant Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.