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Farther Finance Advisors’s Beam Global BEEM Stock Holding History

Farther Finance 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
Q2 		– Sell
-25
Closed -$53 – 4509
2025
Q1 		$53 Hold
25
– – ﹤0.01% 4118
2024
Q4 		$79 Buy
+25
New +$103 ﹤0.01% 3818

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Farther Finance Advisors's BEEM Position: Q2 2025 in Review

Farther Finance Advisors sold out of Beam Global (BEEM) in Q2 2025, closing a stake of 25 shares — an estimated $53 sold.

Farther Finance Advisors first reported a position in BEEM in Q4 2024 and held it in 2 quarters. The position peaked at $79 in Q4 2024. 39 funds tracked by Wall St. Rank hold BEEM as of Q2 2025.

  • Farther Finance Advisors reported no remaining Beam Global position as of Q2 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 25 Beam Global shares in Q2 2025, an estimated $53.
  • Farther Finance Advisors first reported a position in Beam Global in Q4 2024 and held it in 2 quarters.
  • Farther Finance Advisors's Beam Global position peaked at $79 in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Beam Global as of Q2 2025.

Based on Farther Finance Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.