UBS Group’s Genie Energy GNE Stock Holding History

UBS Group’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
2015 Q1	–	Sell	-1,000	Closed	-$6K	–	9005
2014 Q4	$6K	Buy	+1,000	New	+$6.75K	﹤0.01%	8828

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 $4.02B AUM 34.36% 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

UBS Group's GNE Position: Q1 2026 in Review

UBS Group reduced its Genie Energy (GNE) stake by 65% in Q1 2026, selling an estimated $443K and leaving 16,658 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #6543.

UBS Group first reported a position in GNE in Q4 2014 and has held it in 46 quarters since. The position peaked at $814K in Q4 2023. 116 funds tracked by Wall St. Rank hold GNE as of Q1 2026.

UBS Group held 16,658 shares of Genie Energy worth $236K as of Q1 2026.
UBS Group sold 31,225 Genie Energy shares in Q1 2026, an estimated $443K.
Genie Energy made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6543 holding.
UBS Group first reported a position in Genie Energy in Q4 2014 and has held it in 46 quarters since.
UBS Group's Genie Energy position peaked at $814K in Q4 2023.
116 funds tracked by Wall St. Rank held Genie Energy as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.