Valeo Financial Advisors’s Bloom Energy BE Stock Holding History

Valeo Financial Advisors’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	-1,500	Closed	-$203K	–	845
2026 Q1	$203K	Buy	+1,500	New	+$220K	﹤0.01%	682
2025 Q4	–	Sell	-2,500	Closed	-$211K	–	847
2025 Q3	$211K	Buy	+2,500	New	+$116K	﹤0.01%	739

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Valeo Financial Advisors's BE Position: Q3 2026 in Review

Valeo Financial Advisors increased its Bloom Energy (BE) stake by 52% in Q3 2026, buying an estimated $634K and bringing the position to 7,874 shares worth $2.18M. The position accounts for 0.05% of the portfolio, ranked #173.

Valeo Financial Advisors first reported a position in BE in Q1 2019 and has held it in 11 quarters since. 40 funds tracked by Wall St. Rank hold BE as of Q3 2026.

Valeo Financial Advisors held 7,874 shares of Bloom Energy worth $2.18M as of Q3 2026.
Valeo Financial Advisors bought 2,683 Bloom Energy shares in Q3 2026, an estimated $634K.
Bloom Energy made up 0.05% of Valeo Financial Advisors's portfolio in Q3 2026, its #173 holding.
Valeo Financial Advisors first reported a position in Bloom Energy in Q1 2019 and has held it in 11 quarters since.
40 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.