Carson Wealth (CWM LLC)
BEEM icon

Carson Wealth (CWM LLC)’s Beam Global BEEM Stock Holding History

Carson Wealth (CWM LLC)’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
-50
Closed – – 5374
2025
Q3 		$0 Sell
50
-68
-58% -$165 ﹤0.01% 5266
2025
Q2 		$0 Buy
118
+100
+556% +$160 ﹤0.01% 5117
2025
Q1 		$0 Hold
18
– – ﹤0.01% 5053
2024
Q4 		$0 Hold
18
– – ﹤0.01% 4907
2024
Q3 		$0 Hold
18
– – ﹤0.01% 4830
2024
Q2 		$0 Hold
18
– – ﹤0.01% 4591
2024
Q1 		$0 Hold
18
– – ﹤0.01% 4322
2023
Q4 		$0 Hold
18
– – ﹤0.01% 4137
2023
Q3 		$0 Hold
18
– – ﹤0.01% 4183
2023
Q2 		$0 Hold
18
– – ﹤0.01% 4176
2023
Q1 		$0 Hold
18
– – ﹤0.01% 4049
2022
Q4 		$0 Hold
18
– – ﹤0.01% 3970
2022
Q3 		$0 Hold
18
– – ﹤0.01% 3905
2022
Q2 		$0 Hold
18
– – ﹤0.01% 3780
2022
Q1 		$0 Hold
18
– – ﹤0.01% 3526
2021
Q4 		$0 Buy
+18
New +$491 ﹤0.01% 3492

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 $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Carson Wealth (CWM LLC)'s BEEM Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Beam Global (BEEM) in Q4 2025, closing a stake of 50 shares.

Carson Wealth (CWM LLC) first reported a position in BEEM in Q4 2021 and held it in 16 quarters. The position peaked at $0 in Q3 2025. 40 funds tracked by Wall St. Rank hold BEEM as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Beam Global position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 50 Beam Global shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in Beam Global in Q4 2021 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s Beam Global position peaked at $0 in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Beam Global as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.