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Trivest Advisors’s Bloom Energy BE Stock Holding History

Trivest Advisors’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.24M Sell
219,000
-415,400
-65% -$9.94M 0.2% 32
2025
Q1 		$12.5M Sell
634,400
-740,600
-54% -$14.6M 1.06% 13
2024
Q4 		$30.5M Buy
+1,375,000
New +$30.5M 1.39% 26