EverSource Wealth Advisors »

Genie Energy Ltd-b cl b shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Genie Energy Ltd-b cl b (GNE) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Genie Energy Ltd-b cl b

Tip: Access up to 7 years of quarterly data

All positions including Genie Energy Ltd-b cl b held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Genie Energy Ltd-b cl b by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8k 319 14.95
2025-06-30 $23k 870 26.88
2025-03-31 $1.1k 70 15.06
2024-12-31 $390 25 15.60

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding Genie Energy Ltd-b cl b

BlackRock
Vanguard Group
Dimensional Fund Advisors
Renaissance Technologies
Geode Capital Management
State Street Corporation
Jacobs Levy Equity Management
Morgan Stanley
Bank of New York Mellon
Kahn Brothers Group
J. Goldman & Co
Arrowstreet Capital, Limited Partnership
Americana Partners
Northern Trust
Old West Investment Management

View all funds holding Genie Energy Ltd-b cl b