Wealthcare Advisory Partners’s Bloom Energy BE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$579K Sell
1,914
-1,640
-46% -$420K 0.01% 671
2026
Q1
$482K Sell
3,554
-102
-3% -$15K 0.01% 714
2025
Q4
$318K Buy
3,656
+19
+0.5% +$2K 0.01% 849
2025
Q3
$308K Buy
+3,637
New +$169K 0.01% 845

Other funds holding BE

Wealthcare Advisory Partners's BE Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Bloom Energy (BE) stake by 46% in Q2 2026, selling an estimated $420K and leaving 1,914 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #671.

Wealthcare Advisory Partners first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Wealthcare Advisory Partners held 1,914 shares of Bloom Energy worth $579K as of Q2 2026.
  • Wealthcare Advisory Partners sold 1,640 Bloom Energy shares in Q2 2026, an estimated $420K.
  • Bloom Energy made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #671 holding.
  • Wealthcare Advisory Partners first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.