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Circle Wealth Management, LLC

SEC CIK
0001578242
Latest filing
Aug 12, 2026

BE holding history

Bloom Energy Corp in every 13F filed by Circle Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BE overviewAll 13F holders of BEFull Q2 2026 holdings

Shares (Q2 2026)
10,389
Value
$3.14M
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of BE by Circle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,389$3.14M<0.1%+10,389NewHolders