Sound Income Strategies’s Genie Energy GNE Stock Holding History

Sound Income Strategies’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	–	Sell	-26	Closed	-$365	–	1239
2026 Q1	$365	Buy	+26	New	+$369	﹤0.01%	2417

Other funds holding GNE

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

JGC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sound Income Strategies's GNE Position: Q2 2026 in Review

Sound Income Strategies sold out of Genie Energy (GNE) in Q2 2026, closing a stake of 26 shares — an estimated $365 sold.

Sound Income Strategies first reported a position in GNE in Q1 2026 and held it in 1 quarter. The position peaked at $365 in Q1 2026. 109 funds tracked by Wall St. Rank hold GNE as of Q2 2026.

Sound Income Strategies reported no remaining Genie Energy position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 26 Genie Energy shares in Q2 2026, an estimated $365.
Sound Income Strategies first reported a position in Genie Energy in Q1 2026 and held it in 1 quarter.
Sound Income Strategies's Genie Energy position peaked at $365 in Q1 2026.
109 funds tracked by Wall St. Rank held Genie Energy as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.