Genesis Financial Group’s Bloom Energy BE Stock Holding History

Genesis Financial Group’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	$2.2M	Hold	16,250	–	–	1.39%	20
2025 Q4	$1.41M	Buy	+16,250	New	+$1.71M	0.82%	38

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Genesis Financial Group's BE Position: Q1 2026 in Review

Genesis Financial Group held its Bloom Energy (BE) position steady in Q1 2026 at 16,250 shares worth $2.2M. The position accounts for 1.39% of the portfolio, ranked #20.

Genesis Financial Group first reported a position in BE in Q4 2025 and has held it in 2 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Genesis Financial Group held 16,250 shares of Bloom Energy worth $2.2M as of Q1 2026.
Genesis Financial Group left its Bloom Energy share count unchanged in Q1 2026.
Bloom Energy made up 1.39% of Genesis Financial Group's portfolio in Q1 2026, its #20 holding.
Genesis Financial Group first reported a position in Bloom Energy in Q4 2025 and has held it in 2 quarters since.
979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.