GAMMA Investing LLC GNE — GENIE ENERGY LTD CL B

Ownership history in GAMMA Investing LLC  ·  9 quarters on record

AI Ownership Summary

GAMMA Investing LLC reported GENIE ENERGY LTD CL B (GNE) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows GNE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GNE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GAMMA Investing LLC's position in GENIE ENERGY LTD CL B, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GNE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GNE stock page GAMMA Investing LLC fund profile GAMMA Investing LLC full holdings
How GAMMA Investing LLC held GNE — position size vs. price
% of Fund (quarterly)    GNE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 187 +34 +22.2% 0.00% $3K 2026-04-06 $13.95
2025 Q4 ADDED — — — 153 +18 +13.3% 0.00% $2K 2026-01-05 $13.89
2025 Q3 REDUCED 15.6% -6.9% ✅ 135 -25 -15.6% 0.00% $2K 2025-10-02 $14.77
2025 Q2 REDUCED 86.9% -43.4% ✅ 160 -1,059 -86.9% 0.00% $4K 2025-07-14 $21.60
2025 Q1 ADDED — — — 1,219 +1,075 +746.5% 0.00% $81K 2025-04-07 $14.30
2024 Q4 REDUCED 71.1% -2.9% ✅ 144 -354 -71.1% 0.00% $2K 2025-01-03 $15.13
2024 Q3 ADDED — — — 498 +355 +248.3% 0.00% $8K 2024-10-07 $15.65
2024 Q2 ADDED — — — 143 +11 +8.3% 0.00% $2K 2024-07-02 $14.60
2023 Q4 INITIATED — — — 132 — — 0.00% $2K 2024-02-01 $18.35

🏢 Other funds also holding GNE

As of 2026 Q1 — sorted by position size

KAHN BROTHERS GROUP INC 3Y 7Y 0.44% J. Goldman & Co LP 3Y 7Y 0.36% Old West Investment Management, LLC 3Y 7Y 0.25% Florida Trust Wealth Management Co 0.12% Americana Partners, LLC 3Y 0.06% VIRTUS ADVISERS, LLC 3Y 7Y 0.05% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.03% PDT Partners, LLC 3Y 7Y 0.03% MARTINGALE ASSET MANAGEMENT L P 3Y 7Y 0.02% Advocate Investing Services LLC 0.02%

FAQ About GAMMA Investing LLC and GNE

These are the practical questions this page is built to answer before you even open the full history table.

How long has GAMMA Investing LLC reported owning GNE?

GAMMA Investing LLC reported GNE across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GNE position in GAMMA Investing LLC's portfolio?

The largest reported portfolio weight for GNE was 0.00% in 2024 Q3.

What is the latest reported GNE position on this page?

The most recent filing on this page is 2026 Q1, when GAMMA Investing LLC reported 187 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this GNE ownership page compare?

The chart compares GAMMA Investing LLC's quarterly GNE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GAMMA Investing LLC time their GNE position?

Based on 13F filing dates vs. subsequent GNE price moves, GAMMA Investing LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on GNE relative to SPY over the holding period was -24.1%.

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