GA
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GoalVest Advisory’s Bloom Energy BE Stock Holding History

GoalVest 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
Q2 		$40K Buy
132
+2
+2% +$512 0.01% 230
2026
Q1 		$17.6K Buy
130
+10
+8% +$1.47K ﹤0.01% 341
2025
Q4 		$10.4K Hold
120
– – ﹤0.01% 415
2025
Q3 		$10.1K Buy
+120
New +$5.57K ﹤0.01% 331

Other funds holding BE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

GoalVest Advisory's BE Position: Q2 2026 in Review

GoalVest Advisory increased its Bloom Energy (BE) stake by 1.5% in Q2 2026, buying an estimated $512 and bringing the position to 132 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #230.

GoalVest Advisory first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • GoalVest Advisory held 132 shares of Bloom Energy worth $40K as of Q2 2026.
  • GoalVest Advisory bought 2 Bloom Energy shares in Q2 2026, an estimated $512.
  • Bloom Energy made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #230 holding.
  • GoalVest Advisory first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.