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
Q3 		$16.8M Buy
60,761
+22,562
+59% +$5.33M 0.03% 432
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

ECP
Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

AssetMark Inc's BE Position: Q3 2026 in Review

AssetMark Inc increased its Bloom Energy (BE) stake by 59% in Q3 2026, buying an estimated $5.33M and bringing the position to 60,761 shares worth $16.8M. The position accounts for 0.03% of the portfolio, ranked #432.

AssetMark Inc first reported a position in BE in Q3 2024 and has held it in 9 quarters since. 575 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • AssetMark Inc held 60,761 shares of Bloom Energy worth $16.8M as of Q3 2026.
  • AssetMark Inc bought 22,562 Bloom Energy shares in Q3 2026, an estimated $5.33M.
  • Bloom Energy made up 0.03% of AssetMark Inc's portfolio in Q3 2026, its #432 holding.
  • AssetMark Inc first reported a position in Bloom Energy in Q3 2024 and has held it in 9 quarters since.
  • 575 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.