Cannon Financial Strategists’s Heartbeam BEAT Stock Holding History

Cannon Financial Strategists’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$54.6K	Hold	72,788	–	–	0.01%	133
2026 Q1	$88.8K	Hold	72,788	–	–	0.01%	109
2025 Q4	$175K	Sell	72,788 -5,951	-8%	-$10.2K	0.02%	98
2025 Q3	$130K	Buy	78,739 +10,000	+15%	+$12.9K	0.02%	102
2025 Q2	$85.9K	Sell	68,739 -11,652	-14%	-$19.3K	0.01%	100
2025 Q1	$162K	Hold	80,391	–	–	0.03%	94
2024 Q4	$185K	Hold	80,391	–	–	0.03%	95
2024 Q3	$187K	Hold	80,391	–	–	0.03%	97
2024 Q2	$207K	Hold	80,391	–	–	0.04%	91
2024 Q1	$175K	Hold	80,391	–	–	0.03%	93
2023 Q4	$189K	Hold	80,391	–	–	0.04%	88
2023 Q3	$173K	Buy	80,391 +18,181	+29%	+$46.2K	0.04%	81
2023 Q2	$150K	Hold	62,210	–	–	0.04%	79
2023 Q1	$141K	Buy	62,210 +3,150	+5%	+$11.1K	0.05%	69
2022 Q4	$288K	Buy	59,060 +42,698	+261%	+$185K	0.11%	56
2022 Q3	$63.8K	Buy	+16,362	New	+$26.1K	0.03%	65

Other funds holding BEAT

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

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

DKCM

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Cannon Financial Strategists's BEAT Position: Q2 2026 in Review

Cannon Financial Strategists held its Heartbeam (BEAT) position steady in Q2 2026 at 72,788 shares worth $54.6K. The position accounts for 0.01% of the portfolio, ranked #133.

Cannon Financial Strategists first reported a position in BEAT in Q3 2022 and has held it in 16 quarters since. The position peaked at $288K in Q4 2022. 16 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

Cannon Financial Strategists held 72,788 shares of Heartbeam worth $54.6K as of Q2 2026.
Cannon Financial Strategists left its Heartbeam share count unchanged in Q2 2026.
Heartbeam made up 0.01% of Cannon Financial Strategists's portfolio in Q2 2026, its #133 holding.
Cannon Financial Strategists first reported a position in Heartbeam in Q3 2022 and has held it in 16 quarters since.
Cannon Financial Strategists's Heartbeam position peaked at $288K in Q4 2022.
16 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.