Bell Investment Advisors’s Beam Global BEEM Stock Holding History

Bell Investment Advisors’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	-205	Closed	-$591	–	1817
2025 Q3	$591	Buy	+205	New	+$497	﹤0.01%	1706

Other funds holding BEEM

IWA

Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

T3 Companies New York $93.7M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Bell Investment Advisors's BEEM Position: Q4 2025 in Review

Bell Investment Advisors sold out of Beam Global (BEEM) in Q4 2025, closing a stake of 205 shares — an estimated $591 sold.

Bell Investment Advisors first reported a position in BEEM in Q3 2025 and held it in 1 quarter. The position peaked at $591 in Q3 2025. 41 funds tracked by Wall St. Rank hold BEEM as of Q4 2025.

Bell Investment Advisors reported no remaining Beam Global position as of Q4 2025 after selling out during the quarter.
Bell Investment Advisors sold 205 Beam Global shares in Q4 2025, an estimated $591.
Bell Investment Advisors first reported a position in Beam Global in Q3 2025 and held it in 1 quarter.
Bell Investment Advisors's Beam Global position peaked at $591 in Q3 2025.
41 funds tracked by Wall St. Rank held Beam Global as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.