Physician Wealth Advisors’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
Other funds holding BE
SA
VARA
Physician Wealth Advisors's BE Position: Q2 2026 in Review
Physician Wealth Advisors increased its Bloom Energy (BE) stake by 22% in Q2 2026, buying an estimated $43.8K and bringing the position to 950 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #163.
Physician Wealth Advisors first reported a position in BE in Q2 2025 and has held it in 5 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.
- Physician Wealth Advisors held 950 shares of Bloom Energy worth $288K as of Q2 2026.
- Physician Wealth Advisors bought 171 Bloom Energy shares in Q2 2026, an estimated $43.8K.
- Bloom Energy made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #163 holding.
- Physician Wealth Advisors first reported a position in Bloom Energy in Q2 2025 and has held it in 5 quarters since.
- 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.