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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
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 $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $3.86B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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