Tilia Fiduciary Partners’s Bloom Energy BE Stock Holding History

Tilia Fiduciary Partners’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	$277K	Hold	1,000	–	–	0.13%	94
2026 Q2	$303K	Buy	+1,000	New	+$256K	0.14%	102
2023 Q3	–	Sell	-1,000	Closed	-$16.4K	–	129
2023 Q2	$16.4K	Hold	1,000	–	–	0.01%	322
2023 Q1	$19.9K	Hold	1,000	–	–	0.02%	294
2022 Q4	$19.1K	Hold	1,000	–	–	0.02%	291
2022 Q3	$17K	Hold	1,000	–	–	0.02%	303
2022 Q2	$17K	Hold	1,000	–	–	0.02%	318
2022 Q1	$24K	Hold	1,000	–	–	0.02%	292
2021 Q4	$22K	Buy	+1,000	New	+$25.3K	0.02%	314

Other funds holding BE

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

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

Tilia Fiduciary Partners's BE Position: Q3 2026 in Review

Tilia Fiduciary Partners held its Bloom Energy (BE) position steady in Q3 2026 at 1,000 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #94.

Tilia Fiduciary Partners first reported a position in BE in Q4 2021 and has held it in 9 quarters since. The position peaked at $303K in Q2 2026. 47 funds tracked by Wall St. Rank hold BE as of Q3 2026.

Tilia Fiduciary Partners held 1,000 shares of Bloom Energy worth $277K as of Q3 2026.
Tilia Fiduciary Partners left its Bloom Energy share count unchanged in Q3 2026.
Bloom Energy made up 0.13% of Tilia Fiduciary Partners's portfolio in Q3 2026, its #94 holding.
Tilia Fiduciary Partners first reported a position in Bloom Energy in Q4 2021 and has held it in 9 quarters since.
Tilia Fiduciary Partners's Bloom Energy position peaked at $303K in Q2 2026.
47 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2026, filed 9 Oct 2026.