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Wealth Enhancement Trust Services’s Bloom Energy BE Stock Holding History

Wealth Enhancement Trust Services’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 		$61.8K Buy
204
+3
+1% +$769 0.01% 453
2026
Q1 		$27.2K Buy
+201
New +$29.5K ﹤0.01% 521

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State Street
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GAMA
Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealth Enhancement Trust Services's BE Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Bloom Energy (BE) stake by 1.5% in Q2 2026, buying an estimated $769 and bringing the position to 204 shares worth $61.8K. The position accounts for 0.01% of the portfolio, ranked #453.

Wealth Enhancement Trust Services first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 935 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Wealth Enhancement Trust Services held 204 shares of Bloom Energy worth $61.8K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 3 Bloom Energy shares in Q2 2026, an estimated $769.
  • Bloom Energy made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #453 holding.
  • Wealth Enhancement Trust Services first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 935 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.