City State Bank’s Beam Global BEEM Stock Holding History

City State Bank’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 Q1	–	Sell	-100	Closed	-$317	–	756
2024 Q4	$317	Buy	+100	New	+$411	﹤0.01%	697

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

City State Bank's BEEM Position: Q1 2025 in Review

City State Bank sold out of Beam Global (BEEM) in Q1 2025, closing a stake of 100 shares — an estimated $317 sold.

City State Bank first reported a position in BEEM in Q4 2024 and held it in 1 quarter. The position peaked at $317 in Q4 2024. 43 funds tracked by Wall St. Rank hold BEEM as of Q1 2025.

City State Bank reported no remaining Beam Global position as of Q1 2025 after selling out during the quarter.
City State Bank sold 100 Beam Global shares in Q1 2025, an estimated $317.
City State Bank first reported a position in Beam Global in Q4 2024 and held it in 1 quarter.
City State Bank's Beam Global position peaked at $317 in Q4 2024.
43 funds tracked by Wall St. Rank held Beam Global as of Q1 2025.

Based on City State Bank's 13F filing for Q1 2025, filed 11 Apr 2025.