Center for Financial Planning’s Beam Global BEEM Stock Holding History

Center for Financial Planning’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
2026 Q2	$1.3K	Hold	1,000	–	–	﹤0.01%	601
2026 Q1	$1.47K	Hold	1,000	–	–	﹤0.01%	591
2025 Q4	$1.5K	Hold	1,000	–	–	﹤0.01%	626
2025 Q3	$2.88K	Hold	1,000	–	–	﹤0.01%	574
2025 Q2	$1.46K	Hold	1,000	–	–	﹤0.01%	581
2025 Q1	$2.04K	Hold	1,000	–	–	﹤0.01%	581
2024 Q4	$3.17K	Hold	1,000	–	–	﹤0.01%	510
2024 Q3	$4.91K	Hold	1,000	–	–	﹤0.01%	459
2024 Q2	$4.61K	Hold	1,000	–	–	﹤0.01%	459
2024 Q1	$6.8K	Hold	1,000	–	–	﹤0.01%	447
2023 Q4	$7.09K	Hold	1,000	–	–	﹤0.01%	406
2023 Q3	$7.38K	Hold	1,000	–	–	﹤0.01%	387
2023 Q2	$10.3K	Hold	1,000	–	–	﹤0.01%	381
2023 Q1	$15.9K	Hold	1,000	–	–	﹤0.01%	308
2022 Q4	$17.5K	Hold	1,000	–	–	﹤0.01%	299
2022 Q3	$12K	Hold	1,000	–	–	﹤0.01%	333
2022 Q2	$16K	Hold	1,000	–	–	﹤0.01%	309
2022 Q1	$20K	Hold	1,000	–	–	﹤0.01%	300
2021 Q4	$19K	Hold	1,000	–	–	﹤0.01%	307
2021 Q3	$27K	Hold	1,000	–	–	0.01%	283
2021 Q2	$38K	Hold	1,000	–	–	0.01%	246
2021 Q1	$43K	Hold	1,000	–	–	0.01%	225
2020 Q4	$74K	Hold	1,000	–	–	0.02%	170
2020 Q3	$12K	Hold	1,000	–	–	﹤0.01%	296
2020 Q2	$10K	Buy	+1,000	New	+$7.77K	﹤0.01%	302

Other funds holding BEEM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Center for Financial Planning's BEEM Position: Q2 2026 in Review

Center for Financial Planning held its Beam Global (BEEM) position steady in Q2 2026 at 1,000 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Center for Financial Planning first reported a position in BEEM in Q2 2020 and has held it in 25 quarters since. The position peaked at $74K in Q4 2020. 48 funds tracked by Wall St. Rank hold BEEM as of Q2 2026.

Center for Financial Planning held 1,000 shares of Beam Global worth $1.3K as of Q2 2026.
Center for Financial Planning left its Beam Global share count unchanged in Q2 2026.
Beam Global made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #601 holding.
Center for Financial Planning first reported a position in Beam Global in Q2 2020 and has held it in 25 quarters since.
Center for Financial Planning's Beam Global position peaked at $74K in Q4 2020.
48 funds tracked by Wall St. Rank held Beam Global as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.