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Cornerstone Wealth Group’s Bloom Energy BE Stock Holding History

Cornerstone Wealth Group’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 		– Sell
-3,126
Closed -$691K – 505
2026
Q1 		$691K Buy
3,126
+88
+3% +$12.9K 0.04% 199
2025
Q4 		$264K Buy
3,038
+3
+0.1% +$315 0.02% 299
2025
Q3 		$257K Buy
+3,035
New +$141K 0.02% 286

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 $3.38T AUM 44.17% 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

Cornerstone Wealth Group's BE Position: Q2 2026 in Review

Cornerstone Wealth Group sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 3,126 shares — an estimated $691K sold.

Cornerstone Wealth Group first reported a position in BE in Q3 2025 and held it in 3 quarters. The position peaked at $691K in Q1 2026. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Cornerstone Wealth Group reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Wealth Group sold 3,126 Bloom Energy shares in Q2 2026, an estimated $691K.
  • Cornerstone Wealth Group first reported a position in Bloom Energy in Q3 2025 and held it in 3 quarters.
  • Cornerstone Wealth Group's Bloom Energy position peaked at $691K in Q1 2026.
  • 1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.