James T. Borello RIA
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James T. Borello RIA’s Genie Energy GNE Stock Holding History

James T. Borello RIA’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
Q3 		– Sell
-577
Closed -$8.34K – 1305
2026
Q2 		$8.34K Buy
+577
New +$8.07K ﹤0.01% 644

Other funds holding GNE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

James T. Borello RIA's GNE Position: Q3 2026 in Review

James T. Borello RIA sold out of Genie Energy (GNE) in Q3 2026, closing a stake of 577 shares — an estimated $8.34K sold.

James T. Borello RIA first reported a position in GNE in Q2 2026 and held it in 1 quarter. The position peaked at $8.34K in Q2 2026. 12 funds tracked by Wall St. Rank hold GNE as of Q3 2026.

  • James T. Borello RIA reported no remaining Genie Energy position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 577 Genie Energy shares in Q3 2026, an estimated $8.34K.
  • James T. Borello RIA first reported a position in Genie Energy in Q2 2026 and held it in 1 quarter.
  • James T. Borello RIA's Genie Energy position peaked at $8.34K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Genie Energy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.