Global Assets Advisory’s Bloom Energy BE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Global Assets Advisory's BE Position: Q2 2026 in Review

Global Assets Advisory reduced its Bloom Energy (BE) stake by 41% in Q2 2026, selling an estimated $320K and leaving 1,785 shares worth $527K. The position accounts for 0.12% of the portfolio, ranked #185.

Global Assets Advisory first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Global Assets Advisory held 1,785 shares of Bloom Energy worth $527K as of Q2 2026.
  • Global Assets Advisory sold 1,250 Bloom Energy shares in Q2 2026, an estimated $320K.
  • Bloom Energy made up 0.12% of Global Assets Advisory's portfolio in Q2 2026, its #185 holding.
  • Global Assets Advisory first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.