GNE β€” GENIE ENERGY LTD

Ownership history in Unison Advisors LLC  Β·  5 quarters on record

AI Ownership Summary

Unison Advisors LLC reported GENIE ENERGY LTD (GNE) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.12% in 2025 Q2. The latest visible filing shows GNE at 0.06% 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 Unison Advisors LLC's position in GENIE ENERGY LTD, 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
2025 Q3

GNE was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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.

How Unison Advisors LLC held GNE β€” position size vs. price
% of Fund (quarterly)    GNE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 40,527 +120 +0.3% 0.06% $606K 2025-11-05 $14.89
2025 Q2 ADDED 40,407 +205 +0.5% 0.12% $1.1M 2025-07-29 $19.87
2025 Q1 ADDED 40,202 +202 +0.5% 0.08% $605K 2025-05-06 $15.42
2024 Q4 UNCHANGED 40,000 β€” 0% 0.07% $624K 2025-02-12 $13.62
2024 Q3 INITIATED 40,000 β€” β€” 0.08% $650K 2024-10-09 $16.12

FAQ About Unison Advisors 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 Unison Advisors LLC reported owning GNE?

Unison Advisors LLC reported GNE across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported GNE position in Unison Advisors LLC's portfolio?

The largest reported portfolio weight for GNE was 0.12% in 2025 Q2.

What is the latest reported GNE position on this page?

The most recent filing on this page is 2025 Q3, when Unison Advisors LLC reported 40,527 shares, equal to 0.06% of portfolio, with an estimated market value of $606K.

What does the chart on this GNE ownership page compare?

The chart compares Unison Advisors 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.

← Back to Unison Advisors LLC Holdings