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Rialto Wealth Management’s Bloom Energy BE Stock Holding History

Rialto 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 		$13.9K Buy
46
+16
+53% +$4.1K ﹤0.01% 482
2026
Q1 		$4.07K Sell
30
-1
-3% -$147 ﹤0.01% 636
2025
Q4 		$2.69K Buy
31
+4
+15% +$420 ﹤0.01% 641
2025
Q3 		$2.28K Hold
27
– – ﹤0.01% 632
2025
Q2 		$646 Buy
27
+6
+29% +$116 ﹤0.01% 1025
2025
Q1 		$413 Buy
+21
New +$501 ﹤0.01% 970

Other funds holding BE

BlackRock
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

Rialto Wealth Management's BE Position: Q2 2026 in Review

Rialto Wealth Management increased its Bloom Energy (BE) stake by 53% in Q2 2026, buying an estimated $4.1K and bringing the position to 46 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Rialto Wealth Management first reported a position in BE in Q1 2025 and has held it in 6 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Rialto Wealth Management held 46 shares of Bloom Energy worth $13.9K as of Q2 2026.
  • Rialto Wealth Management bought 16 Bloom Energy shares in Q2 2026, an estimated $4.1K.
  • Bloom Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #482 holding.
  • Rialto Wealth Management first reported a position in Bloom Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.