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Root Financial Partners, LLC

Position in GNE — Genie Energy Ltd.

CIK 1977181 ENCINITAS, CA

Position in GNE

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$56
+$1 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in GNE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Root Financial Partners, LLC holds $1,118,371 across 4 Utilities - Regulated Electric names.

# Ticker Company Shares Value (USD) Open

All Filings in GNE

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $56 4
2025-12-31 $55 4