Michael Gelband’s Bloom Energy BE Stock Holding History

Michael Gelband’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	$54M	Buy	178,264 +172,750	+3,133%	+$44.3M	0.35%	39
2026 Q1	$747K	Sell	5,514 -121,405	-96%	-$17.8M	0.01%	1081
2025 Q4	$11M	Buy	126,919 +103,540	+443%	+$10.9M	0.09%	233
2025 Q3	$1.98M	Buy	+23,379	New	+$1.09M	0.02%	736
2025 Q1	–	Sell	-142,781	Closed	-$3.17M	–	1469
2024 Q4	$3.17M	Sell	142,781 -336,094	-70%	-$5.89M	0.02%	566
2024 Q3	$5.06M	Buy	+478,875	New	+$5.68M	0.03%	422
2023 Q3	–	Sell	-24,961	Closed	-$408K	–	1705
2023 Q2	$408K	Buy	24,961 +2	+0%	+$32	﹤0.01%	1425
2023 Q1	$497K	Sell	24,959 -31,049	-55%	-$680K	﹤0.01%	1337
2022 Q4	$1.07M	Buy	+56,008	New	+$1.1M	0.02%	907
2022 Q3	–	Sell	-62,388	Closed	-$1.03M	–	1881
2022 Q2	$1.03M	Buy	62,388 +3,143	+5%	+$57.5K	0.01%	1066
2022 Q1	$1.43M	Buy	59,245 +49,465	+506%	+$966K	0.02%	949
2021 Q4	$214K	Sell	9,780 -18,572	-66%	-$470K	﹤0.01%	1800
2021 Q3	$531K	Sell	28,352 -122,365	-81%	-$2.59M	0.01%	1338
2021 Q2	$4.05M	Buy	+150,717	New	+$3.66M	0.04%	428
2020 Q3	–	Sell	-43,990	Closed	-$479K	–	1750
2020 Q2	$479K	Buy	43,990 +32,916	+297%	+$257K	0.01%	1104
2020 Q1	$58K	Sell	11,074 -36,362	-77%	-$308K	﹤0.01%	949
2019 Q4	$354K	Buy	+47,436	New	+$230K	0.01%	1048
2019 Q3	–	Sell	-16,800	Closed	-$206K	–	1340
2019 Q2	$206K	Buy	+16,800	New	+$206K	0.01%	909

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Michael Gelband's BE Position: Q2 2026 in Review

Michael Gelband increased its Bloom Energy (BE) stake by 3,133% in Q2 2026, buying an estimated $44.3M and bringing the position to 178,264 shares worth $54M. The position accounts for 0.35% of the portfolio, ranked #39.

Michael Gelband first reported a position in BE in Q2 2019 and has held it in 18 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Michael Gelband held 178,264 shares of Bloom Energy worth $54M as of Q2 2026.
Michael Gelband bought 172,750 Bloom Energy shares in Q2 2026, an estimated $44.3M.
Bloom Energy made up 0.35% of Michael Gelband's portfolio in Q2 2026, its #39 holding.
Michael Gelband first reported a position in Bloom Energy in Q2 2019 and has held it in 18 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.