Geneos Wealth Management’s Bloom Energy BE Stock Holding History

Geneos Wealth Management’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	$1.78M	Sell	5,864 -2,557	-30%	-$655K	0.04%	409
2026 Q1	$1.14M	Buy	8,421 +6,562	+353%	+$963K	0.03%	474
2025 Q4	$162K	Buy	1,859 +1,169	+169%	+$123K	﹤0.01%	993
2025 Q3	$58.4K	Sell	690 -14	-2%	-$650	﹤0.01%	1323
2025 Q2	$16.8K	Sell	704 -819	-54%	-$15.9K	﹤0.01%	2112
2025 Q1	$36.9K	Buy	1,523 +1,262	+484%	+$30.1K	﹤0.01%	2062
2024 Q4	$5.8K	Hold	261	–	–	﹤0.01%	2280
2024 Q3	$2.76K	Buy	261 +31	+13%	+$368	﹤0.01%	2224
2024 Q2	$2.81K	Hold	230	–	–	﹤0.01%	1822
2024 Q1	$2.58K	Hold	230	–	–	﹤0.01%	1854
2023 Q4	$3.4K	Hold	230	–	–	﹤0.01%	1814
2023 Q3	$3.05K	Buy	230 +100	+77%	+$1.57K	﹤0.01%	1861
2023 Q2	$2.13K	Hold	130	–	–	﹤0.01%	1918
2023 Q1	$2.59K	Buy	+130	New	+$2.85K	﹤0.01%	1865
2021 Q3	–	Sell	-147	Closed	-$3K	–	2839
2021 Q2	$3K	Hold	147	–	–	﹤0.01%	2555
2021 Q1	$3K	Hold	147	–	–	﹤0.01%	2776
2020 Q4	$3K	Hold	147	–	–	﹤0.01%	2595
2020 Q3	$2K	Buy	+147	New	+$2.19K	﹤0.01%	2381

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geneos Wealth Management's BE Position: Q2 2026 in Review

Geneos Wealth Management reduced its Bloom Energy (BE) stake by 30% in Q2 2026, selling an estimated $655K and leaving 5,864 shares worth $1.78M. The position accounts for 0.04% of the portfolio, ranked #409.

Geneos Wealth Management first reported a position in BE in Q3 2020 and has held it in 18 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Geneos Wealth Management held 5,864 shares of Bloom Energy worth $1.78M as of Q2 2026.
Geneos Wealth Management sold 2,557 Bloom Energy shares in Q2 2026, an estimated $655K.
Bloom Energy made up 0.04% of Geneos Wealth Management's portfolio in Q2 2026, its #409 holding.
Geneos Wealth Management first reported a position in Bloom Energy in Q3 2020 and has held it in 18 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.