WT Wealth Management
BE icon

WT Wealth Management’s Bloom Energy BE Stock Holding History

WT Wealth 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
2026
Q3 		$428K Buy
+1,544
New +$365K 0.12% 101

Other funds holding BE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

WT Wealth Management's BE Position: Q3 2026 in Review

WT Wealth Management opened a new position in Bloom Energy (BE) in Q3 2026: 1,544 shares worth $428K. The stake represents 0.12% of the portfolio and ranks #101 among its holdings.

754 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • WT Wealth Management held 1,544 shares of Bloom Energy worth $428K as of Q3 2026.
  • Bloom Energy was a new WT Wealth Management position in Q3 2026.
  • Bloom Energy made up 0.12% of WT Wealth Management's portfolio in Q3 2026, its #101 holding.
  • 754 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.