TRB Wealth Management’s Bloom Energy BE Stock Holding History

TRB 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	–	Sell	-3,000	Closed	-$406K	–	302
2026 Q1	$406K	Buy	+3,000	New	+$440K	0.06%	167

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

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

TRB Wealth Management sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 3,000 shares — an estimated $406K sold.

TRB Wealth Management first reported a position in BE in Q1 2026 and held it in 1 quarter. The position peaked at $406K in Q1 2026. 1,274 funds tracked by Wall St. Rank hold BE as of Q2 2026.

TRB Wealth Management reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
TRB Wealth Management sold 3,000 Bloom Energy shares in Q2 2026, an estimated $406K.
TRB Wealth Management first reported a position in Bloom Energy in Q1 2026 and held it in 1 quarter.
TRB Wealth Management's Bloom Energy position peaked at $406K in Q1 2026.
1,274 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.