Beam Wealth Advisors’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

Beam Wealth Advisors’s Portfolio ETHE Stock Details ETHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$231K	Sell	18,080 -2,673	-13%	-$44.6K	0.05%	115
2026 Q1	$354K	Sell	20,753 -21	-0.1%	-$410	0.09%	99
2025 Q4	$506K	Sell	20,774 -1,972	-9%	-$56K	0.14%	92
2025 Q3	$780K	Sell	22,746 -684	-3%	-$22.1K	0.21%	85
2025 Q2	$489K	Hold	23,430	–	–	0.15%	95
2025 Q1	$357K	Sell	23,430 -3,649	-13%	-$80.3K	0.12%	94
2024 Q4	$759K	Sell	27,079 -3,252	-11%	-$84K	0.24%	78
2024 Q3	$664K	Buy	+30,331	New	+$680K	0.2%	83

Other funds holding ETHE

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

ROC

Robertson Opportunity Capital Dallas, Texas $258M AUM 21.5% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Beam Wealth Advisors's ETHE Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Grayscale Ethereum Staking ETF Shares (ETHE) stake by 13% in Q2 2026, selling an estimated $44.6K and leaving 18,080 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #115.

Beam Wealth Advisors first reported a position in ETHE in Q3 2024 and has held it in 8 quarters since. The position peaked at $780K in Q3 2025. 254 funds tracked by Wall St. Rank hold ETHE as of Q2 2026.

Beam Wealth Advisors held 18,080 shares of Grayscale Ethereum Staking ETF Shares worth $231K as of Q2 2026.
Beam Wealth Advisors sold 2,673 Grayscale Ethereum Staking ETF Shares shares in Q2 2026, an estimated $44.6K.
Grayscale Ethereum Staking ETF Shares made up 0.05% of Beam Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Beam Wealth Advisors first reported a position in Grayscale Ethereum Staking ETF Shares in Q3 2024 and has held it in 8 quarters since.
Beam Wealth Advisors's Grayscale Ethereum Staking ETF Shares position peaked at $780K in Q3 2025.
254 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.