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Allworth Financial’s Beam Global BEEM Stock Holding History

Allworth Financial’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
Q4 		– Sell
-100
Closed -$288 – 5038
2025
Q3 		$288 Hold
100
– – ﹤0.01% 4555
2025
Q2 		$146 Hold
100
– – ﹤0.01% 4357
2025
Q1 		$143 Hold
100
– – ﹤0.01% 3917
2024
Q4 		$282 Hold
100
– – ﹤0.01% 3725
2024
Q3 		$491 Hold
100
– – ﹤0.01% 3420
2024
Q2 		$597 Hold
100
– – ﹤0.01% 3323
2024
Q1 		$680 Sell
100
-200
-67% -$1.36K ﹤0.01% 3200
2023
Q4 		$2.13K Hold
300
– – ﹤0.01% 2656
2023
Q3 		$2.21K Hold
300
– – ﹤0.01% 2497
2023
Q2 		$3.1K Buy
300
+200
+200% +$2.19K ﹤0.01% 2303
2023
Q1 		$1.59K Buy
+100
New +$1.65K ﹤0.01% 2508
2022
Q2 		– Sell
-297
Closed -$6K – 2399
2022
Q1 		$6K Buy
297
+100
+51% +$1.46K ﹤0.01% 1580
2021
Q4 		$4K Hold
197
– – ﹤0.01% 1583
2021
Q3 		$5K Hold
197
– – ﹤0.01% 1513
2021
Q2 		$8K Hold
197
– – ﹤0.01% 1092
2021
Q1 		$9K Buy
197
+147
+294% +$7.73K ﹤0.01% 1006
2020
Q4 		$4K Sell
50
-50
-50% -$1.39K ﹤0.01% 1009
2020
Q3 		$1K Buy
+100
New +$1.26K ﹤0.01% 1067

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Allworth Financial's BEEM Position: Q4 2025 in Review

Allworth Financial sold out of Beam Global (BEEM) in Q4 2025, closing a stake of 100 shares — an estimated $288 sold.

Allworth Financial first reported a position in BEEM in Q3 2020 and held it in 18 quarters. The position peaked at $9K in Q1 2021. 41 funds tracked by Wall St. Rank hold BEEM as of Q4 2025.

  • Allworth Financial reported no remaining Beam Global position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 100 Beam Global shares in Q4 2025, an estimated $288.
  • Allworth Financial first reported a position in Beam Global in Q3 2020 and held it in 18 quarters.
  • Allworth Financial's Beam Global position peaked at $9K in Q1 2021.
  • 41 funds tracked by Wall St. Rank held Beam Global as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.