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 $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 Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group's GNE Position: Q2 2026 in Review

UBS Group reduced its Genie Energy (GNE) stake by 16% in Q2 2026, selling an estimated $37.4K and leaving 13,982 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #6788.

UBS Group first reported a position in GNE in Q4 2014 and has held it in 47 quarters since. The position peaked at $814K in Q4 2023. 108 funds tracked by Wall St. Rank hold GNE as of Q2 2026.

UBS Group held 13,982 shares of Genie Energy worth $202K as of Q2 2026.
UBS Group sold 2,676 Genie Energy shares in Q2 2026, an estimated $37.4K.
Genie Energy made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6788 holding.
UBS Group first reported a position in Genie Energy in Q4 2014 and has held it in 47 quarters since.
UBS Group's Genie Energy position peaked at $814K in Q4 2023.
108 funds tracked by Wall St. Rank held Genie Energy as of Q2 2026.

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