Question 1

Does AssetMark own BE stock?

Accepted Answer

Yes. As of its Q3 2026 13F, AssetMark holds 60,761 shares of BE (Bloom Energy), worth $16.8M.

Question 2

How many shares of BE does AssetMark own?

Accepted Answer

As of its Q3 2026 13F, AssetMark holds 60,761 shares of BE (Bloom Energy).

Question 3

What is AssetMark's BE position worth?

Accepted Answer

As of its Q3 2026 13F, AssetMark's BE position is worth $16.8M.

Question 4

Is AssetMark buying or selling BE?

Accepted Answer

In Q3 2026, AssetMark increased its BE position by 22,562 shares (+59.1%).

Question 5

When did AssetMark first buy BE?

Accepted Answer

AssetMark first reported BE in its Q3 2024 13F and has listed it in 9 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Increased	60,761	+59.1%	$16.8M	0.0%	$276.98	40
2026-Q2	Increased	38,199	+106.2%	$11.6M	0.0%	$302.70	45
2026-Q1	Increased	18,523	+6709.9%	$2.5M	0.0%	$135.49	42
2025-Q4	Increased	272	+345.9%	$23,634	0.0%	$86.89	21
2025-Q3	Decreased	61	-50.8%	$5,159	0.0%	$84.57	0
2025-Q2	Increased	124	+175.6%	$2,966	0.0%	$23.92	14
2025-Q1	Increased	45	+200.0%	$885	0.0%	$19.66	12
2024-Q4	Decreased	15	-87.7%	$333	0.0%	$22.21	0
2024-Q3	New	122	—	$1,288	0.0%	$10.56	17