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Golden State Wealth Management’s Bloom Energy BE Stock Holding History

Golden State 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
Q2 		$3.94K Buy
13
+11
+550% +$2.82K ﹤0.01% 1300
2026
Q1 		$271 Hold
2
– – ﹤0.01% 1540
2025
Q4 		$174 Hold
2
– – ﹤0.01% 1633
2025
Q3 		$169 Buy
+2
New +$93 ﹤0.01% 1617

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Golden State Wealth Management's BE Position: Q2 2026 in Review

Golden State Wealth Management increased its Bloom Energy (BE) stake by 550% in Q2 2026, buying an estimated $2.82K and bringing the position to 13 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Golden State Wealth Management first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Golden State Wealth Management held 13 shares of Bloom Energy worth $3.94K as of Q2 2026.
  • Golden State Wealth Management bought 11 Bloom Energy shares in Q2 2026, an estimated $2.82K.
  • Bloom Energy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1300 holding.
  • Golden State Wealth Management first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.