Global Retirement Partners’s Bloom Energy BE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.26M	Buy	14,537 +3,856	+36%	+$405K	0.02%	586
2025 Q3	$903K	Hold	10,681	–	–	0.02%	568
2025 Q2	$255K	Buy	+10,681	New	+$207K	0.01%	970
2024 Q4	$238K	Sell	10,711 -509	-5%	-$8.92K	0.01%	878
2024 Q3	$118K	Hold	11,220	–	–	﹤0.01%	1156
2024 Q2	$137K	Buy	11,220 +540	+5%	+$6.88K	﹤0.01%	1045
2024 Q1	$120K	Hold	10,680	–	–	﹤0.01%	1002
2023 Q4	$127K	Sell	10,680 -125	-1%	-$1.56K	0.01%	935
2023 Q3	$123K	Buy	10,805 +40	+0.4%	+$627	0.01%	853
2023 Q2	$176K	Hold	10,765	–	–	0.01%	736
2023 Q1	$178K	Buy	10,765 +125	+1%	+$2.74K	0.01%	714
2022 Q4	$203K	Hold	10,640	–	–	0.01%	588
2022 Q3	$199K	Hold	10,640	–	–	0.02%	561
2022 Q2	$176K	Hold	10,640	–	–	0.01%	586
2022 Q1	$160K	Buy	10,640 +7	+0.1%	+$137	0.01%	608
2021 Q4	$233K	Hold	10,633	–	–	0.18%	47
2021 Q3	$199K	Hold	10,633	–	–	0.02%	468
2021 Q2	$286K	Hold	10,633	–	–	0.03%	389
2021 Q1	$288K	Buy	10,633 +1,000	+10%	+$32.6K	0.03%	350
2020 Q4	$276K	Buy	+9,633	New	+$206K	0.03%	334