Genesis Energy Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NZSE:GNE Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
21 Oct 24	BuyNZ$40,096	Paul Zealand	Individual		19,300	NZ$2.08

Insider Trading Volume

Insider Buying: GNE insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of GNE?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	4,046,193	0.371%
Institutions	77,243,927	7.08%
General Public	454,728,348	41.7%
State or Government	554,628,742	50.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 58.27% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
50.9%	New Zealand	554,628,742	NZ$1.3b	0%	no data
1.87%	The Vanguard Group, Inc.	20,386,695	NZ$46.3m	0%	no data
1.09%	JPMorgan Chase & Co, Private Banking and Investment Banking Investments	11,856,677	NZ$26.9m	0%	no data
1.05%	Smartshares Ltd.	11,464,860	NZ$26.0m	-3%	0.42%
0.69%	Alphinity Investment Management Pty Ltd.	7,549,202	NZ$17.1m	0%	0.05%
0.57%	Norges Bank Investment Management	6,184,947	NZ$14.0m	0%	no data
0.44%	Accident Compensation Corporation, Asset Management Arm	4,818,264	NZ$10.9m	0%	0.22%
0.44%	Dimensional Fund Advisors LP	4,759,067	NZ$10.8m	-2.23%	no data
0.2%	Franklin Resources, Inc.	2,156,300	NZ$4.9m	-23%	no data
0.17%	Charles Schwab Investment Management, Inc.	1,802,477	NZ$4.1m	3.72%	no data
0.16%	Rena Holland	1,725,000	NZ$3.9m	0%	no data
0.16%	Clyde Holland	1,725,000	NZ$3.9m	0%	no data
0.15%	Macquarie Asset Management Public Investments (N.Z.) Limited	1,635,074	NZ$3.7m	157%	0.61%
0.12%	Salt Investment Funds Limited	1,285,803	NZ$2.9m	159%	4.37%
0.081%	BlackRock, Inc.	886,510	NZ$2.0m	407%	no data
0.069%	ANZ New Zealand Investments Limited	749,299	NZ$1.7m	9.67%	0.07%
0.045%	Devon Funds Management Limited	490,690	NZ$1.1m	-5.6%	0.43%
0.027%	Carrera Asset Management Co., Ltd	290,000	NZ$658.3k	0%	0.25%
0.021%	Cameron Jardine	232,824	NZ$528.6k	0%	no data
0.021%	Russell Investment Management, LLC	225,825	NZ$512.7k	-55.9%	no data
0.016%	Tracey Hickman	176,619	NZ$400.8k	0%	no data
0.015%	Forsyth Barr Investment Management Limited	162,987	NZ$369.9k	-30.9%	0.02%
0.012%	Manulife Asset Management	129,094	NZ$293.1k	0%	no data
0.0076%	Legal & General Investment Management Limited	83,135	NZ$188.7k	0%	no data
0.0076%	QuayStreet Asset Management Limited	82,652	NZ$187.7k	-87.1%	0.08%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/21 10:56
End of Day Share Price	2024/12/20 00:00
Earnings	2024/06/30
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Genesis Energy Limited is covered by 12 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Grant Swanepoel	Credit Suisse
Grant Swanepoel	Deutsche Bank
Graeme Moyse	Edison Investment Research