Position in BE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$11,562,837
+$9,053,156 QoQ
Shares Held
38,199
+106.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#289
of 1,272 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026ASSETMARK, INC holds $38,112,570 across 14 Electrical Equipment & Parts names. BE ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POWL |
Powell Industries Inc
|
50,365 | $14,422,521 | |
| 2 | BE |
Bloom Energy Corp
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|
38,199 | $11,562,837 | |
| 3 | HUBB |
Hubbell Inc
|
7,827 | $4,095,086 | |
| 4 | VRT |
Vertiv Holdings Co
|
7,865 | $2,633,359 | |
| 5 | NVT |
nVent Electric plc
|
10,438 | $1,770,389 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
4,554 | $1,698,049 | |
| 7 | ENS |
EnerSys
|
6,297 | $1,472,364 | |
| 8 | FPS |
Forgent Power Solutions, Inc.
|
4,358 | $243,437 |
All Filings in BE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,562,837 | 38,199 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,509,681 | 18,523 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $23,634 | 272 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,158 | 61 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,966 | 124 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $884 | 45 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $333 | 15 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,288 | 122 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||