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Gen-Wealth Partners’s Bloom Energy BE Stock Holding History

Gen-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
Q2 		$229K Sell
755
-2
-0.3% -$512 0.06% 228
2026
Q1 		$103K Buy
757
+55
+8% +$8.07K 0.03% 324
2025
Q4 		$61K Buy
702
+659
+1,533% +$69.2K 0.02% 369
2025
Q3 		$3.64K Hold
43
– – ﹤0.01% 583
2025
Q2 		$1.03K Hold
43
– – ﹤0.01% 587
2025
Q1 		$845 Hold
43
– – ﹤0.01% 573
2024
Q4 		$955 Hold
43
– – ﹤0.01% 605
2024
Q3 		$434 Hold
43
– – ﹤0.01% 637
2024
Q2 		$526 Hold
43
– – ﹤0.01% 617
2024
Q1 		$483 Buy
+43
New +$473 ﹤0.01% 607

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

Gen-Wealth Partners's BE Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Bloom Energy (BE) stake by 0.26% in Q2 2026, selling an estimated $512 and leaving 755 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #228.

Gen-Wealth Partners first reported a position in BE in Q1 2024 and has held it in 10 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Gen-Wealth Partners held 755 shares of Bloom Energy worth $229K as of Q2 2026.
  • Gen-Wealth Partners sold 2 Bloom Energy shares in Q2 2026, an estimated $512.
  • Bloom Energy made up 0.06% of Gen-Wealth Partners's portfolio in Q2 2026, its #228 holding.
  • Gen-Wealth Partners first reported a position in Bloom Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.