Gilliland Jeter Wealth Management’s Bloom Energy BE Stock Holding History

Gilliland Jeter 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 Q1	$1.18M	Hold	8,700	–	–	0.35%	65
2025 Q4	$756K	Buy	8,700 +200	+2%	+$21K	0.23%	85
2025 Q3	$719K	Hold	8,500	–	–	0.22%	92
2025 Q2	$203K	Buy	+8,500	New	+$165K	0.07%	174
2024 Q4	–	Sell	-8,500	Closed	-$89.8K	–	219
2024 Q3	$89.8K	Buy	8,500 +4,200	+98%	+$49.8K	0.03%	232
2024 Q2	$52.6K	Buy	+4,300	New	+$54.8K	0.02%	288

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

Gilliland Jeter Wealth Management's BE Position: Q1 2026 in Review

Gilliland Jeter Wealth Management held its Bloom Energy (BE) position steady in Q1 2026 at 8,700 shares worth $1.18M. The position accounts for 0.35% of the portfolio, ranked #65.

Gilliland Jeter Wealth Management first reported a position in BE in Q2 2024 and has held it in 6 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Gilliland Jeter Wealth Management held 8,700 shares of Bloom Energy worth $1.18M as of Q1 2026.
Gilliland Jeter Wealth Management left its Bloom Energy share count unchanged in Q1 2026.
Bloom Energy made up 0.35% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #65 holding.
Gilliland Jeter Wealth Management first reported a position in Bloom Energy in Q2 2024 and has held it in 6 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.