WealthCollab’s Genie Energy GNE Stock Holding History

WealthCollab’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
2024 Q2	–	Sell	-222	Closed	-$3.35K	–	884
2024 Q1	$3.35K	Hold	222	–	–	﹤0.01%	670
2023 Q4	$6.25K	Buy	+222	New	+$5.1K	﹤0.01%	512

Other funds holding GNE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthCollab's GNE Position: Q2 2024 in Review

WealthCollab sold out of Genie Energy (GNE) in Q2 2024, closing a stake of 222 shares — an estimated $3.35K sold.

WealthCollab first reported a position in GNE in Q4 2023 and held it in 2 quarters. The position peaked at $6.25K in Q4 2023. 103 funds tracked by Wall St. Rank hold GNE as of Q2 2024.

WealthCollab reported no remaining Genie Energy position as of Q2 2024 after selling out during the quarter.
WealthCollab sold 222 Genie Energy shares in Q2 2024, an estimated $3.35K.
WealthCollab first reported a position in Genie Energy in Q4 2023 and held it in 2 quarters.
WealthCollab's Genie Energy position peaked at $6.25K in Q4 2023.
103 funds tracked by Wall St. Rank held Genie Energy as of Q2 2024.

Based on WealthCollab's 13F filing for Q2 2024, filed 13 Aug 2024.