Position in BE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$39,956
+$22,343 QoQ
Shares Held
132
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,146
of 1,276 holders
Holding Since
Sep 2025
4 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, 2026GoalVest Advisory LLC holds $89,509 across 2 Electrical Equipment & Parts names. BE ranks #2 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
148 | $49,553 | |
| 2 | BE |
Bloom Energy Corp
This page
|
132 | $39,956 |
All Filings in BE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,956 | 132 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $17,613 | 130 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,426 | 120 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $10,148 | 120 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||