Total Clarity Wealth Management’s Genie Energy GNE Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-400	Closed	-$4K	–	514
2022 Q2	$4K	Buy	+400	New	+$2.95K	﹤0.01%	841
2022 Q1	–	Sell	-400	Closed	-$2K	–	480
2021 Q4	$2K	Hold	400	–	–	﹤0.01%	910
2021 Q3	$3K	Buy	+400	New	+$2.49K	﹤0.01%	892
2021 Q2	–	Sell	-400	Closed	-$3K	–	386
2021 Q1	$3K	Buy	+400	New	+$3K	﹤0.01%	752
2020 Q1	–	Sell	-400	Closed	-$3K	–	283
2019 Q4	$3K	Buy	+400	New	+$3.13K	﹤0.01%	627

Other funds holding GNE

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

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

OWIM

Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Total Clarity Wealth Management's GNE Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Genie Energy (GNE) in Q3 2022, closing a stake of 400 shares — an estimated $4K sold.

Total Clarity Wealth Management first reported a position in GNE in Q4 2019 and held it in 5 quarters. The position peaked at $4K in Q2 2022. 51 funds tracked by Wall St. Rank hold GNE as of Q3 2022.

Total Clarity Wealth Management reported no remaining Genie Energy position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 400 Genie Energy shares in Q3 2022, an estimated $4K.
Total Clarity Wealth Management first reported a position in Genie Energy in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Genie Energy position peaked at $4K in Q2 2022.
51 funds tracked by Wall St. Rank held Genie Energy as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.