Activest Wealth Management’s Heartbeam BEAT Stock Holding History

Activest Wealth Management’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-34,160	Closed	-$41.7K	–	1356
2026 Q1	$41.7K	Buy	34,160 +8,660	+34%	+$13.8K	0.01%	371
2025 Q4	$61.2K	Buy	+25,500	New	+$43.7K	0.01%	292

Other funds holding BEAT

DKCM

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Activest Wealth Management's BEAT Position: Q2 2026 in Review

Activest Wealth Management sold out of Heartbeam (BEAT) in Q2 2026, closing a stake of 34,160 shares — an estimated $41.7K sold.

Activest Wealth Management first reported a position in BEAT in Q4 2025 and held it in 2 quarters. The position peaked at $61.2K in Q4 2025. 4 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

Activest Wealth Management reported no remaining Heartbeam position as of Q2 2026 after selling out during the quarter.
Activest Wealth Management sold 34,160 Heartbeam shares in Q2 2026, an estimated $41.7K.
Activest Wealth Management first reported a position in Heartbeam in Q4 2025 and held it in 2 quarters.
Activest Wealth Management's Heartbeam position peaked at $61.2K in Q4 2025.
4 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.