Global Assets Advisory
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Global Assets Advisory’s Bloom Energy BE Stock Holding History

Global Assets Advisory’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
Q3 		$542K Buy
1,877
+92
+5% +$21.7K 0.12% 178
2026
Q2 		$527K Sell
1,785
-1,250
-41% -$320K 0.12% 185
2026
Q1 		$411K Hold
3,035
– – 0.12% 142
2025
Q4 		$264K Buy
+3,035
New +$319K 0.08% 236

Other funds holding BE

ECP
Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Global Assets Advisory's BE Position: Q3 2026 in Review

Global Assets Advisory increased its Bloom Energy (BE) stake by 5.2% in Q3 2026, buying an estimated $21.7K and bringing the position to 1,877 shares worth $542K. The position accounts for 0.12% of the portfolio, ranked #178.

Global Assets Advisory first reported a position in BE in Q4 2025 and has held it in 4 quarters since. 463 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Global Assets Advisory held 1,877 shares of Bloom Energy worth $542K as of Q3 2026.
  • Global Assets Advisory bought 92 Bloom Energy shares in Q3 2026, an estimated $21.7K.
  • Bloom Energy made up 0.12% of Global Assets Advisory's portfolio in Q3 2026, its #178 holding.
  • Global Assets Advisory first reported a position in Bloom Energy in Q4 2025 and has held it in 4 quarters since.
  • 463 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Global Assets Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.