Twin Peaks Wealth Advisors’s Genie Energy GNE Stock Holding History

Twin Peaks Wealth Advisors’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 Q3	–	Sell	-9	Closed	-$144	–	953
2025 Q2	$144	Buy	+9	New	+$172	﹤0.01%	2069

Other funds holding GNE

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

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

KBG

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

JGC

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

Twin Peaks Wealth Advisors's GNE Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Genie Energy (GNE) in Q3 2025, closing a stake of 9 shares — an estimated $144 sold.

Twin Peaks Wealth Advisors first reported a position in GNE in Q2 2025 and held it in 1 quarter. The position peaked at $144 in Q2 2025. 114 funds tracked by Wall St. Rank hold GNE as of Q3 2025.

Twin Peaks Wealth Advisors reported no remaining Genie Energy position as of Q3 2025 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 9 Genie Energy shares in Q3 2025, an estimated $144.
Twin Peaks Wealth Advisors first reported a position in Genie Energy in Q2 2025 and held it in 1 quarter.
Twin Peaks Wealth Advisors's Genie Energy position peaked at $144 in Q2 2025.
114 funds tracked by Wall St. Rank held Genie Energy as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.