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

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

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. 108 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.
  • 108 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.