UBS AM
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UBS AM’s Genie Energy GNE Stock Holding History

UBS AM’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 		$7.37K Hold
510
– – ﹤0.01% 3335
2026
Q1 		$7.21K Buy
510
+184
+56% +$2.61K ﹤0.01% 3380
2025
Q4 		$4.49K Buy
+326
New +$4.8K ﹤0.01% 2996
2025
Q1 		– Sell
-47,057
Closed -$734K – 2664
2024
Q4 		$734K Buy
47,057
+24,937
+113% +$391K ﹤0.01% 2463
2024
Q3 		$359K Sell
22,120
-3,122
-12% -$51K ﹤0.01% 2700
2024
Q2 		$369K Buy
+25,242
New +$384K ﹤0.01% 2690
2024
Q1 		– Sell
-9,308
Closed -$262K – 2536
2023
Q4 		$262K Buy
+9,308
New +$214K ﹤0.01% 2452

Other funds holding GNE

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS AM's GNE Position: Q2 2026 in Review

UBS AM held its Genie Energy (GNE) position steady in Q2 2026 at 510 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #3335.

UBS AM first reported a position in GNE in Q4 2023 and has held it in 7 quarters since. The position peaked at $734K in Q4 2024. 108 funds tracked by Wall St. Rank hold GNE as of Q2 2026.

  • UBS AM held 510 shares of Genie Energy worth $7.37K as of Q2 2026.
  • UBS AM left its Genie Energy share count unchanged in Q2 2026.
  • Genie Energy made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3335 holding.
  • UBS AM first reported a position in Genie Energy in Q4 2023 and has held it in 7 quarters since.
  • UBS AM's Genie Energy position peaked at $734K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Genie Energy as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.