Virtus Wealth Solutions’s Bloom Energy BE Stock Holding History

Virtus Wealth Solutions’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	$7.33M	Buy	+24,200	New	+$6.2M	1%	22

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

Virtus Wealth Solutions's BE Position: Q2 2026 in Review

Virtus Wealth Solutions opened a new position in Bloom Energy (BE) in Q2 2026: 24,200 shares worth $7.33M. The stake represents 1% of the portfolio and ranks #22 among its holdings.

1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Virtus Wealth Solutions held 24,200 shares of Bloom Energy worth $7.33M as of Q2 2026.
Bloom Energy was a new Virtus Wealth Solutions position in Q2 2026.
Bloom Energy made up 1% of Virtus Wealth Solutions's portfolio in Q2 2026, its #22 holding.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.