Geneos Wealth Management’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8K | Sell |
704
-819
| -54% | -$19.6K | ﹤0.01% | 2112 |
|
|
2025
Q1 | $36.9K | Buy |
1,523
+1,262
| +484% | +$30.6K | ﹤0.01% | 2062 |
|
|
2024
Q4 | $5.8K | Hold |
261
| – | – | ﹤0.01% | 2280 |
|
|
2024
Q3 | $2.76K | Buy |
261
+31
| +13% | +$327 | ﹤0.01% | 2224 |
|
|
2024
Q2 | $2.82K | Hold |
230
| – | – | ﹤0.01% | 1822 |
|
|
2024
Q1 | $2.59K | Hold |
230
| – | – | ﹤0.01% | 1854 |
|
|
2023
Q4 | $3.4K | Hold |
230
| – | – | ﹤0.01% | 1814 |
|
|
2023
Q3 | $3.05K | Buy |
230
+100
| +77% | +$1.33K | ﹤0.01% | 1861 |
|
|
2023
Q2 | $2.13K | Hold |
130
| – | – | ﹤0.01% | 1918 |
|
|
2023
Q1 | $2.59K | Buy |
+130
| New | +$2.59K | ﹤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 | +$2K | ﹤0.01% | 2381 |
|