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Beacon Pointe Advisors’s Clean Energy Technologies CETY Stock Holding History

Beacon Pointe Advisors’s Portfolio CETY Stock Details CETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$88.6K Hold
92,327
– – ﹤0.01% 1791
2025
Q4 		$67K Sell
92,327
-1
-0% -$2 ﹤0.01% 1477
2025
Q3 		$394K Buy
+92,328
New +$344K ﹤0.01% 1096

Other funds holding CETY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Beacon Pointe Advisors's CETY Position: Q1 2026 in Review

Beacon Pointe Advisors held its Clean Energy Technologies (CETY) position steady in Q1 2026 at 92,327 shares worth $88.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Beacon Pointe Advisors first reported a position in CETY in Q3 2025 and has held it in 3 quarters since. The position peaked at $394K in Q3 2025. 10 funds tracked by Wall St. Rank hold CETY as of Q1 2026.

  • Beacon Pointe Advisors held 92,327 shares of Clean Energy Technologies worth $88.6K as of Q1 2026.
  • Beacon Pointe Advisors left its Clean Energy Technologies share count unchanged in Q1 2026.
  • Clean Energy Technologies made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1791 holding.
  • Beacon Pointe Advisors first reported a position in Clean Energy Technologies in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Clean Energy Technologies position peaked at $394K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Clean Energy Technologies as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.