Geneos Wealth Management Inc.

Position in BE — Bloom Energy Corp

CIK 1764754 ENGLEWOOD, CO

Position in BE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,775,032

+$634,071 QoQ

Shares Held

5,864

-30.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#592

of 1,276 holders

Holding Since

Sep 2020

18 quarters on record

Industrials · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $5,969,711 across 10 Electrical Equipment & Parts names. BE ranks #2 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HUBB	Hubbell Inc	3,890	$2,035,248
2	BE	Bloom Energy Corp This page	5,864	$1,775,032
3	VRT	Vertiv Holdings Co	2,199	$736,269
4	LTBR	LIGHTBRIDGE Corp	72,683	$638,883
5	AMPX	Amprius Technologies, Inc.	45,313	$628,038
6	NVT	nVent Electric plc	560	$94,981
7	PLUG	Plug Power Inc	9,131	$24,745
8	ATKR	Atkore Inc.	252	$19,162

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,775,032	5,864	-30.4%	Shares	Sole	2026-08-06
2026-03-31	$1,140,961	8,421	+353.0%	Shares	Sole	2026-05-05
2025-12-31	$161,528	1,859	+169.4%	Shares	Sole	2026-01-28
2025-09-30	$58,353	690	-2.0%	Shares	Sole	2025-10-22
2025-06-30	$16,839	704	+2.0%	Shares	Sole	2025-08-18
2025-03-31	$13,565	690	+164.4%	Shares	Sole	2025-05-08
2024-12-31	$5,796	261	0.0%	Shares	Sole	2025-01-21
2024-09-30	$2,756	261	+13.5%	Shares	Sole	2024-11-14
2024-06-30	$2,815	230	0.0%	Shares	Sole	2024-07-23
2024-03-31	$2,585	230	0.0%	Shares	Sole	2024-05-03
2023-12-31	$3,404	230	0.0%	Shares	Sole	2024-01-26
2023-09-30	$3,049	230	+76.9%	Shares	Sole	2023-10-11
2023-06-30	$2,125	130	0.0%	Shares	Sole	2023-08-08
2023-03-31	$2,590	130	-11.6%	Shares	Sole	2023-04-25
2021-06-30	$3,949	147	0.0%	Shares	Sole	2021-07-08
2021-03-31	$3,976	147	0.0%	Shares	Sole	2021-06-17
2020-12-31	$4,213	147	0.0%	Shares	Sole	2021-05-19
2020-09-30	$2,641	147	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.