Filing Research | GNE - GENIE ENERGY LTD Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.8KSH	$250.0K
2	Police & Firemen's Retirement System of New Jersey	Shares	6.2KSH	$89.1K
3	Versant Capital Management, Inc	Shares	1.4KSH	$19.9K
4	GAMMA Investing LLC	Shares	357SH	$5.2K
5	Aventura Private Wealth, LLC	Shares	100SH	$1.4K
6	Bogart Wealth, LLC	Shares	100SH	$1.4K
7	SBI Securities Co., Ltd.	Shares	66SH	$954
8	EverSource Wealth Advisors, LLC	Shares	54SH	$781
9	Farther Finance Advisors, LLC	Shares	5SH	$72
10	State of Alaska, Department of Revenue	Shares	4.8KSH	$69
11	SJS Investment Consulting Inc.	Shares	3SH	$44

Manager changes2026-06-30 vs 2026-03-31

12 / 12 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+923	+$12.2K	$250.0K
2	GAMMA Investing LLC added	Shares	+170	+$2.5K	$5.2K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$1.9K	$89.1K
4	Bogart Wealth, LLC new	Shares	+100	+$1.4K	$1.4K
5	SBI Securities Co., Ltd. added	Shares	+40	+$586	$954
6	EverSource Wealth Advisors, LLC added	Shares	+22	+$329	$781
7	SJS Investment Consulting Inc. new	Shares	+3	+$44	$44
8	Aventura Private Wealth, LLC unchanged	Shares	0	+$31	$1.4K
9	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$69
10	Farther Finance Advisors, LLC trimmed	Shares	-8	-$111	$72
11	Sound Income Strategies, LLC exited	Shares	-26	-$365	$0
12	Versant Capital Management, Inc trimmed	Shares	-652	-$8.8K	$19.9K

Filing Research | GNE - GENIE ENERGY LTD Institutional Holdings