SkyOak Wealth’s Genie Energy GNE Stock Holding History

SkyOak Wealth’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
2020 Q1	–	Sell	-57,867	Closed	-$447K	–	248
2019 Q4	$447K	Buy	+57,867	New	+$453K	0.14%	184

Other funds holding GNE

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

CTC

Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SkyOak Wealth's GNE Position: Q1 2020 in Review

SkyOak Wealth sold out of Genie Energy (GNE) in Q1 2020, closing a stake of 57,867 shares — an estimated $447K sold.

SkyOak Wealth first reported a position in GNE in Q4 2019 and held it in 1 quarter. The position peaked at $447K in Q4 2019. 62 funds tracked by Wall St. Rank hold GNE as of Q1 2020.

SkyOak Wealth reported no remaining Genie Energy position as of Q1 2020 after selling out during the quarter.
SkyOak Wealth sold 57,867 Genie Energy shares in Q1 2020, an estimated $447K.
SkyOak Wealth first reported a position in Genie Energy in Q4 2019 and held it in 1 quarter.
SkyOak Wealth's Genie Energy position peaked at $447K in Q4 2019.
62 funds tracked by Wall St. Rank held Genie Energy as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.