Wealth Enhancement Advisory Services
GNE icon

Wealth Enhancement Advisory Services’s Genie Energy GNE Stock Holding History

Wealth Enhancement Advisory Services’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 		$250K Buy
17,754
+923
+5% +$12.9K ﹤0.01% 3382
2026
Q1 		$238K Buy
16,831
+955
+6% +$13.5K ﹤0.01% 2994
2025
Q4 		$222K Buy
15,876
+5,179
+48% +$76.2K ﹤0.01% 3187
2025
Q3 		$166K Buy
+10,697
New +$192K ﹤0.01% 3202

Other funds holding GNE

PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Wealth Enhancement Advisory Services's GNE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Genie Energy (GNE) stake by 5.5% in Q2 2026, buying an estimated $12.9K and bringing the position to 17,754 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #3382.

Wealth Enhancement Advisory Services first reported a position in GNE in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold GNE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 17,754 shares of Genie Energy worth $250K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 923 Genie Energy shares in Q2 2026, an estimated $12.9K.
  • Genie Energy made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3382 holding.
  • Wealth Enhancement Advisory Services first reported a position in Genie Energy in Q3 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Genie Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.