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Centric Wealth Management’s Bloom Energy BE Stock Holding History

Centric Wealth Management’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 		$620K Hold
2,148
– – 0.1% 124
2026
Q1 		$620K Hold
2,148
– – 0.12% 115
2025
Q4 		$335K Hold
2,148
– – 0.07% 154
2025
Q3 		$284K Buy
+2,148
New +$99.8K 0.06% 159

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

Centric Wealth Management's BE Position: Q2 2026 in Review

Centric Wealth Management held its Bloom Energy (BE) position steady in Q2 2026 at 2,148 shares worth $620K. The position accounts for 0.1% of the portfolio, ranked #124.

Centric Wealth Management first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Centric Wealth Management held 2,148 shares of Bloom Energy worth $620K as of Q2 2026.
  • Centric Wealth Management left its Bloom Energy share count unchanged in Q2 2026.
  • Bloom Energy made up 0.1% of Centric Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Centric Wealth Management first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.