Wells Fargo’s Genie Energy GNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
14,348
+6,386
| +80% | +$172K | ﹤0.01% | 3966 |
|
|
2025
Q1 | $120K | Buy |
7,962
+237
| +3% | +$3.57K | ﹤0.01% | 4560 |
|
|
2024
Q4 | $120K | Buy |
7,725
+1,699
| +28% | +$26.5K | ﹤0.01% | 4611 |
|
|
2024
Q3 | $97.9K | Buy |
6,026
+73
| +1% | +$1.19K | ﹤0.01% | 4641 |
|
|
2024
Q2 | $87K | Sell |
5,953
-2,250
| -27% | -$32.9K | ﹤0.01% | 4649 |
|
|
2024
Q1 | $124K | Sell |
8,203
-1,360
| -14% | -$20.5K | ﹤0.01% | 4404 |
|
|
2023
Q4 | $269K | Buy |
9,563
+4,187
| +78% | +$118K | ﹤0.01% | 3906 |
|
|
2023
Q3 | $79.2K | Sell |
5,376
-3,511
| -40% | -$51.7K | ﹤0.01% | 4580 |
|
|
2023
Q2 | $126K | Buy |
8,887
+7,044
| +382% | +$99.6K | ﹤0.01% | 4630 |
|
|
2023
Q1 | $25.5K | Buy |
1,843
+176
| +11% | +$2.43K | ﹤0.01% | 5224 |
|
|
2022
Q4 | $17.2K | Buy |
1,667
+4
| +0.2% | +$41 | ﹤0.01% | 5014 |
|
|
2022
Q3 | $15K | Sell |
1,663
-9
| -0.5% | -$81 | ﹤0.01% | 5193 |
|
|
2022
Q2 | $15K | Buy |
1,672
+13
| +0.8% | +$117 | ﹤0.01% | 5293 |
|
|
2022
Q1 | $12K | Sell |
1,659
-1,321
| -44% | -$9.56K | ﹤0.01% | 5851 |
|
|
2021
Q4 | $17K | Hold |
2,980
| – | – | ﹤0.01% | 5861 |
|
|
2021
Q3 | $20K | Sell |
2,980
-10,736
| -78% | -$72.1K | ﹤0.01% | 5655 |
|
|
2021
Q2 | $87K | Sell |
13,716
-138,325
| -91% | -$877K | ﹤0.01% | 5033 |
|
|
2021
Q1 | $964K | Sell |
152,041
-14,682
| -9% | -$93.1K | ﹤0.01% | 4010 |
|
|
2020
Q4 | $1.2M | Buy |
166,723
+27,071
| +19% | +$195K | ﹤0.01% | 3831 |
|
|
2020
Q3 | $1.12M | Buy |
139,652
+13,195
| +10% | +$106K | ﹤0.01% | 3693 |
|
|
2020
Q2 | $931K | Buy |
126,457
+79,844
| +171% | +$588K | ﹤0.01% | 3769 |
|
|
2020
Q1 | $335K | Buy |
46,613
+15,524
| +50% | +$112K | ﹤0.01% | 4203 |
|
|
2019
Q4 | $240K | Sell |
31,089
-105,317
| -77% | -$813K | ﹤0.01% | 4696 |
|
|
2019
Q3 | $1.02M | Buy |
136,406
+115,396
| +549% | +$860K | ﹤0.01% | 3766 |
|
|
2019
Q2 | $224K | Buy |
21,010
+17,211
| +453% | +$183K | ﹤0.01% | 4741 |
|
|
2019
Q1 | $32K | Buy |
3,799
+1,043
| +38% | +$8.79K | ﹤0.01% | 5318 |
|
|
2018
Q4 | $17K | Hold |
2,756
| – | – | ﹤0.01% | 5461 |
|
|
2018
Q3 | $15K | Hold |
2,756
| – | – | ﹤0.01% | 5532 |
|
|
2018
Q2 | $14K | Sell |
2,756
-21,744
| -89% | -$110K | ﹤0.01% | 5552 |
|
|
2018
Q1 | $122K | Buy |
24,500
+1,483
| +6% | +$7.39K | ﹤0.01% | 5000 |
|
|
2017
Q4 | $101K | Buy |
23,017
+7,740
| +51% | +$34K | ﹤0.01% | 5080 |
|
|
2017
Q3 | $99K | Buy |
15,277
+6,340
| +71% | +$41.1K | ﹤0.01% | 5014 |
|
|
2017
Q2 | $68K | Sell |
8,937
-1
| -0% | -$8 | ﹤0.01% | 5061 |
|
|
2017
Q1 | $64K | Sell |
8,938
-10
| -0.1% | -$72 | ﹤0.01% | 5092 |
|
|
2016
Q4 | $51K | Buy |
8,948
+500
| +6% | +$2.85K | ﹤0.01% | 5105 |
|
|
2016
Q3 | $49K | Buy |
8,448
+1
| +0% | +$6 | ﹤0.01% | 5049 |
|
|
2016
Q2 | $57K | Sell |
8,447
-1,726
| -17% | -$11.6K | ﹤0.01% | 4934 |
|
|
2016
Q1 | $77K | Buy |
10,173
+190
| +2% | +$1.44K | ﹤0.01% | 4836 |
|
|
2015
Q4 | $111K | Buy |
9,983
+7,326
| +276% | +$81.5K | ﹤0.01% | 4670 |
|
|
2015
Q3 | $22K | Buy |
2,657
+939
| +55% | +$7.78K | ﹤0.01% | 5269 |
|
|
2015
Q2 | $18K | Buy |
1,718
+626
| +57% | +$6.56K | ﹤0.01% | 5402 |
|
|
2015
Q1 | $9K | Buy |
1,092
+2
| +0.2% | +$16 | ﹤0.01% | 5442 |
|
|
2014
Q4 | $7K | Sell |
1,090
-1
| -0.1% | -$6 | ﹤0.01% | 5525 |
|
|
2014
Q3 | $8K | Hold |
1,091
| – | – | ﹤0.01% | 5485 |
|
|
2014
Q2 | $9K | Sell |
1,091
-137
| -11% | -$1.13K | ﹤0.01% | 5493 |
|
|
2014
Q1 | $12K | Hold |
1,228
| – | – | ﹤0.01% | 5199 |
|
|
2013
Q4 | $12K | Hold |
1,228
| – | – | ﹤0.01% | 5025 |
|
|
2013
Q3 | $12K | Buy |
1,228
+137
| +13% | +$1.34K | ﹤0.01% | 4978 |
|
|
2013
Q2 | $10K | Buy |
+1,091
| New | +$10K | ﹤0.01% | 4952 |
|