Concentrum Wealth Management
BE icon

Concentrum Wealth Management’s Bloom Energy BE Stock Holding History

Concentrum 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
Q3 		$332K Buy
+1,198
New +$283K 0.07% 93

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State Street
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return

Concentrum Wealth Management's BE Position: Q3 2026 in Review

Concentrum Wealth Management opened a new position in Bloom Energy (BE) in Q3 2026: 1,198 shares worth $332K. The stake represents 0.07% of the portfolio and ranks #93 among its holdings.

1,130 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Concentrum Wealth Management held 1,198 shares of Bloom Energy worth $332K as of Q3 2026.
  • Bloom Energy was a new Concentrum Wealth Management position in Q3 2026.
  • Bloom Energy made up 0.07% of Concentrum Wealth Management's portfolio in Q3 2026, its #93 holding.
  • 1,130 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Concentrum Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.