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Gerber Kawasaki Wealth & Investment Management’s Bloom Energy BE Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$8.57M Buy
28,327
+19,191
+210% +$4.92M 0.23% 65
2026
Q1 		$1.84M Buy
9,136
+3,724
+69% +$547K 0.06% 122
2025
Q4 		$470K Buy
+5,412
New +$569K 0.02% 230
2021
Q4 		– Sell
-400
Closed -$7K – 364
2021
Q3 		$7K Buy
+400
New +$8.46K ﹤0.01% 695

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's BE Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Bloom Energy (BE) stake by 210% in Q2 2026, buying an estimated $4.92M and bringing the position to 28,327 shares worth $8.57M. The position accounts for 0.23% of the portfolio, ranked #65.

Gerber Kawasaki Wealth & Investment Management first reported a position in BE in Q3 2021 and has held it in 4 quarters since. 873 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 28,327 shares of Bloom Energy worth $8.57M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 19,191 Bloom Energy shares in Q2 2026, an estimated $4.92M.
  • Bloom Energy made up 0.23% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #65 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Bloom Energy in Q3 2021 and has held it in 4 quarters since.
  • 873 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.