True Wealth Design’s Genie Energy GNE Stock Holding History

True Wealth Design’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 Q1	–	Sell	-2	Closed	-$28	–	2759
2025 Q4	$28	Sell	2 -1	-33%	-$15	﹤0.01%	2463
2025 Q3	$45	Buy	+3	New	+$54	﹤0.01%	2589
2025 Q1	–	Sell	-1	Closed	-$16	–	2664
2024 Q4	$16	Sell	1 -13	-93%	-$204	﹤0.01%	1342
2024 Q3	$228	Buy	+14	New	+$229	﹤0.01%	1188

Other funds holding GNE

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

JGC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $3.57B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

True Wealth Design's GNE Position: Q1 2026 in Review

True Wealth Design sold out of Genie Energy (GNE) in Q1 2026, closing a stake of 2 shares — an estimated $28 sold.

True Wealth Design first reported a position in GNE in Q3 2024 and held it in 4 quarters. The position peaked at $228 in Q3 2024. 116 funds tracked by Wall St. Rank hold GNE as of Q1 2026.

True Wealth Design reported no remaining Genie Energy position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 2 Genie Energy shares in Q1 2026, an estimated $28.
True Wealth Design first reported a position in Genie Energy in Q3 2024 and held it in 4 quarters.
True Wealth Design's Genie Energy position peaked at $228 in Q3 2024.
116 funds tracked by Wall St. Rank held Genie Energy as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.