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Aventura Private Wealth’s Beam Global BEEM Stock Holding History

Aventura Private Wealth’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
-200
Closed -$576 – 864
2025
Q3 		$576 Hold
200
– – ﹤0.01% 757
2025
Q2 		$292 Hold
200
– – ﹤0.01% 746
2025
Q1 		$408 Hold
200
– – ﹤0.01% 727
2024
Q4 		$634 Buy
+200
New +$822 ﹤0.01% 671

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

Aventura Private Wealth's BEEM Position: Q4 2025 in Review

Aventura Private Wealth sold out of Beam Global (BEEM) in Q4 2025, closing a stake of 200 shares — an estimated $576 sold.

Aventura Private Wealth first reported a position in BEEM in Q4 2024 and held it in 4 quarters. The position peaked at $634 in Q4 2024. 41 funds tracked by Wall St. Rank hold BEEM as of Q4 2025.

  • Aventura Private Wealth reported no remaining Beam Global position as of Q4 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 200 Beam Global shares in Q4 2025, an estimated $576.
  • Aventura Private Wealth first reported a position in Beam Global in Q4 2024 and held it in 4 quarters.
  • Aventura Private Wealth's Beam Global position peaked at $634 in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Beam Global as of Q4 2025.

Based on Aventura Private Wealth's 13F filing for Q4 2025, filed 7 Jan 2026.