AssetMark Inc
BE icon

AssetMark Inc’s Bloom Energy BE Stock Holding History

AssetMark Inc’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.6M Buy
38,199
+19,676
+106% +$5.04M 0.02% 533
2026
Q1 		$2.51M Buy
18,523
+18,251
+6,710% +$2.68M 0.01% 831
2025
Q4 		$23.6K Buy
272
+211
+346% +$22.2K ﹤0.01% 1945
2025
Q3 		$5.16K Sell
61
-63
-51% -$2.93K ﹤0.01% 2328
2025
Q2 		$2.97K Buy
124
+79
+176% +$1.53K ﹤0.01% 2305
2025
Q1 		$885 Buy
45
+30
+200% +$716 ﹤0.01% 2317
2024
Q4 		$333 Sell
15
-107
-88% -$1.88K ﹤0.01% 2425
2024
Q3 		$1.29K Buy
+122
New +$1.45K ﹤0.01% 1949

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

AssetMark Inc's BE Position: Q2 2026 in Review

AssetMark Inc increased its Bloom Energy (BE) stake by 106% in Q2 2026, buying an estimated $5.04M and bringing the position to 38,199 shares worth $11.6M. The position accounts for 0.02% of the portfolio, ranked #533.

AssetMark Inc first reported a position in BE in Q3 2024 and has held it in 8 quarters since. 1,282 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • AssetMark Inc held 38,199 shares of Bloom Energy worth $11.6M as of Q2 2026.
  • AssetMark Inc bought 19,676 Bloom Energy shares in Q2 2026, an estimated $5.04M.
  • Bloom Energy made up 0.02% of AssetMark Inc's portfolio in Q2 2026, its #533 holding.
  • AssetMark Inc first reported a position in Bloom Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.