Position in BE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,215,218
+$3,766,424 QoQ
Shares Held
17,229
+61.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.28%
of 13F equity value
Holder Rank
#400
of 1,276 holders
Holding Since
Mar 2026
2 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, 2026Bosman Wealth Management, LLC holds $6,326,150 across 2 Electrical Equipment & Parts names. BE ranks #1 (82.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
17,229 | $5,215,218 | |
| 2 | VRT |
Vertiv Holdings Co
|
3,318 | $1,110,932 |
All Filings in BE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,215,218 | 17,229 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,448,794 | 10,693 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||