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Caliber Wealth Management (Kansas)’s Bloom Energy BE Stock Holding History

Caliber Wealth Management (Kansas)’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
2025
Q2 		– Sell
-11,000
Closed -$216K – 284
2025
Q1 		$216K Buy
+11,000
New +$263K 0.03% 232

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Vanguard Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s BE Position: Q2 2025 in Review

Caliber Wealth Management (Kansas) sold out of Bloom Energy (BE) in Q2 2025, closing a stake of 11,000 shares — an estimated $216K sold.

Caliber Wealth Management (Kansas) first reported a position in BE in Q1 2025 and held it in 1 quarter. The position peaked at $216K in Q1 2025. 386 funds tracked by Wall St. Rank hold BE as of Q2 2025.

  • Caliber Wealth Management (Kansas) reported no remaining Bloom Energy position as of Q2 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 11,000 Bloom Energy shares in Q2 2025, an estimated $216K.
  • Caliber Wealth Management (Kansas) first reported a position in Bloom Energy in Q1 2025 and held it in 1 quarter.
  • Caliber Wealth Management (Kansas)'s Bloom Energy position peaked at $216K in Q1 2025.
  • 386 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2025, filed 30 Jul 2025.