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AE Wealth Management’s Beam Global BEEM Stock Holding History

AE Wealth Management’s Portfolio BEEM Stock Details BEEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,585
Closed -$52.6K – 2155
2024
Q4 		$52.6K Sell
16,585
-328
-2% -$1.35K ﹤0.01% 1550
2024
Q3 		$83K Buy
+16,913
New +$92.6K ﹤0.01% 1213

Other funds holding BEEM

IWA
Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AE Wealth Management's BEEM Position: Q1 2025 in Review

AE Wealth Management sold out of Beam Global (BEEM) in Q1 2025, closing a stake of 16,585 shares — an estimated $52.6K sold.

AE Wealth Management first reported a position in BEEM in Q3 2024 and held it in 2 quarters. The position peaked at $83K in Q3 2024. 43 funds tracked by Wall St. Rank hold BEEM as of Q1 2025.

  • AE Wealth Management reported no remaining Beam Global position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 16,585 Beam Global shares in Q1 2025, an estimated $52.6K.
  • AE Wealth Management first reported a position in Beam Global in Q3 2024 and held it in 2 quarters.
  • AE Wealth Management's Beam Global position peaked at $83K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Beam Global as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.