Focus Partners Wealth
BE icon

Focus Partners Wealth’s Bloom Energy BE Stock Holding History

Focus Partners Wealth’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
Q1 		$5.85M Sell
42,378
-902
-2% -$132K 0.01% 885
2025
Q4 		$3.75M Buy
43,280
+11,633
+37% +$1.22M ﹤0.01% 1059
2025
Q3 		$2.68M Buy
31,647
+10,776
+52% +$500K ﹤0.01% 929
2025
Q2 		$499K Buy
20,871
+808
+4% +$15.6K ﹤0.01% 1445
2025
Q1 		$394K Buy
20,063
+251
+1% +$5.99K ﹤0.01% 1449
2024
Q4 		$440K Buy
19,812
+9,547
+93% +$167K ﹤0.01% 1387
2024
Q3 		$108K Buy
+10,265
New +$122K ﹤0.01% 1512

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VPM
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VCM
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SA
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return