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WealthTrak Capital Management’s Bloom Energy BE Stock Holding History

WealthTrak Capital Management’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
2025
Q3 		– Sell
-423
Closed -$10.1K – 171
2025
Q2 		$10.1K Sell
423
-15
-3% -$290 0.01% 191
2025
Q1 		$8.61K Buy
438
+15
+4% +$358 0.01% 182
2024
Q4 		$9.4K Buy
+423
New +$7.41K 0.01% 164

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $649M AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

WealthTrak Capital Management's BE Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Bloom Energy (BE) in Q3 2025, closing a stake of 423 shares — an estimated $10.1K sold.

WealthTrak Capital Management first reported a position in BE in Q4 2024 and held it in 3 quarters. The position peaked at $10.1K in Q2 2025. 600 funds tracked by Wall St. Rank hold BE as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Bloom Energy position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 423 Bloom Energy shares in Q3 2025, an estimated $10.1K.
  • WealthTrak Capital Management first reported a position in Bloom Energy in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Bloom Energy position peaked at $10.1K in Q2 2025.
  • 600 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.