True Wealth Design
BE icon

True Wealth Design’s Bloom Energy BE Stock Holding History

True Wealth Design’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 		$28.8K Buy
104
+5
+5% +$1.18K 0.01% 707
2026
Q2 		$30K Sell
99
-28
-22% -$7.17K 0.01% 676
2026
Q1 		$17.2K Buy
127
+12
+10% +$1.76K ﹤0.01% 773
2025
Q4 		$10K Buy
115
+7
+6% +$735 ﹤0.01% 867
2025
Q3 		$9.13K Hold
108
– – ﹤0.01% 867
2025
Q2 		$2.58K Buy
+108
New +$2.09K ﹤0.01% 1073

Other funds holding BE

ECP
Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

True Wealth Design's BE Position: Q3 2026 in Review

True Wealth Design increased its Bloom Energy (BE) stake by 5.1% in Q3 2026, buying an estimated $1.18K and bringing the position to 104 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #707.

True Wealth Design first reported a position in BE in Q2 2025 and has held it in 6 quarters since. The position peaked at $30K in Q2 2026. 335 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • True Wealth Design held 104 shares of Bloom Energy worth $28.8K as of Q3 2026.
  • True Wealth Design bought 5 Bloom Energy shares in Q3 2026, an estimated $1.18K.
  • Bloom Energy made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #707 holding.
  • True Wealth Design first reported a position in Bloom Energy in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's Bloom Energy position peaked at $30K in Q2 2026.
  • 335 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.