Elevation Wealth Partners’s Bloom Energy BE Stock Holding History

Elevation 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 Q3	$3.6K	Buy	+13	New	+$3.07K	﹤0.01%	1156

Other funds holding BE

ECP

Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Elevation Wealth Partners's BE Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in Bloom Energy (BE) in Q3 2026: 13 shares worth $3.6K. The stake represents ﹤0.01% of the portfolio and ranks #1156 among its holdings.

527 funds tracked by Wall St. Rank hold BE as of Q3 2026.

Elevation Wealth Partners held 13 shares of Bloom Energy worth $3.6K as of Q3 2026.
Bloom Energy was a new Elevation Wealth Partners position in Q3 2026.
Bloom Energy made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1156 holding.
527 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.