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Balboa Wealth Partners’s Bloom Energy BE Stock Holding History

Balboa Wealth Partners’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 		$325K Buy
+1,074
New +$275K 0.04% 327

Other funds holding BE

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Ameriprise
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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

Balboa Wealth Partners's BE Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Bloom Energy (BE) in Q2 2026: 1,074 shares worth $325K. The stake represents 0.04% of the portfolio and ranks #327 among its holdings.

1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Balboa Wealth Partners held 1,074 shares of Bloom Energy worth $325K as of Q2 2026.
  • Bloom Energy was a new Balboa Wealth Partners position in Q2 2026.
  • Bloom Energy made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #327 holding.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.