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Geneos Wealth Management’s Beam Global BEEM Stock Holding History

Geneos Wealth Management’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
2023
Q3 		– Sell
-50
Closed -$518 – 2101
2023
Q2 		$518 Hold
50
– – ﹤0.01% 2068
2023
Q1 		$796 Hold
50
– – ﹤0.01% 2017
2022
Q4 		$874 Buy
+50
New +$748 ﹤0.01% 1979

Other funds holding BEEM

AIC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geneos Wealth Management's BEEM Position: Q3 2023 in Review

Geneos Wealth Management sold out of Beam Global (BEEM) in Q3 2023, closing a stake of 50 shares — an estimated $518 sold.

Geneos Wealth Management first reported a position in BEEM in Q4 2022 and held it in 3 quarters. The position peaked at $874 in Q4 2022. 66 funds tracked by Wall St. Rank hold BEEM as of Q3 2023.

  • Geneos Wealth Management reported no remaining Beam Global position as of Q3 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 50 Beam Global shares in Q3 2023, an estimated $518.
  • Geneos Wealth Management first reported a position in Beam Global in Q4 2022 and held it in 3 quarters.
  • Geneos Wealth Management's Beam Global position peaked at $874 in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Beam Global as of Q3 2023.

Based on Geneos Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.