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RFG - Bristol Wealth Advisors’s Bloom Energy BE Stock Holding History

RFG - Bristol Wealth Advisors’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
Q3 		– Sell
-787
Closed -$238K – 175
2026
Q2 		$238K Buy
+787
New +$202K 0.06% 162

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WC
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ZCI
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GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RFG - Bristol Wealth Advisors's BE Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors sold out of Bloom Energy (BE) in Q3 2026, closing a stake of 787 shares — an estimated $238K sold.

RFG - Bristol Wealth Advisors first reported a position in BE in Q2 2026 and held it in 1 quarter. The position peaked at $238K in Q2 2026. 47 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • RFG - Bristol Wealth Advisors reported no remaining Bloom Energy position as of Q3 2026 after selling out during the quarter.
  • RFG - Bristol Wealth Advisors sold 787 Bloom Energy shares in Q3 2026, an estimated $238K.
  • RFG - Bristol Wealth Advisors first reported a position in Bloom Energy in Q2 2026 and held it in 1 quarter.
  • RFG - Bristol Wealth Advisors's Bloom Energy position peaked at $238K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.