Geode Capital Management
BEAT icon

Geode Capital Management’s Heartbeam BEAT Stock Holding History

Geode Capital Management’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$360K Buy
479,386
+102,174
+27% +$91.3K ﹤0.01% 3720
2026
Q1 		$460K Buy
377,212
+71,472
+23% +$114K ﹤0.01% 3614
2025
Q4 		$734K Buy
305,740
+12,142
+4% +$20.8K ﹤0.01% 3465
2025
Q3 		$485K Buy
293,598
+38,732
+15% +$49.8K ﹤0.01% 3626
2025
Q2 		$319K Buy
254,866
+7,497
+3% +$12.4K ﹤0.01% 3713
2025
Q1 		$497K Buy
247,369
+5,530
+2% +$11.8K ﹤0.01% 3545
2024
Q4 		$556K Buy
241,839
+8,442
+4% +$21.2K ﹤0.01% 3566
2024
Q3 		$542K Buy
233,397
+20,309
+10% +$49.1K ﹤0.01% 3558
2024
Q2 		$548K Buy
213,088
+4,394
+2% +$9.93K ﹤0.01% 3539
2024
Q1 		$455K Buy
208,694
+8,258
+4% +$15.6K ﹤0.01% 3654
2023
Q4 		$471K Hold
200,436
– – ﹤0.01% 3637
2023
Q3 		$431K Sell
200,436
-8,080
-4% -$20.5K ﹤0.01% 3655
2023
Q2 		$503K Buy
208,516
+149,826
+255% +$346K ﹤0.01% 3642
2023
Q1 		$133K Hold
58,690
– – ﹤0.01% 4235
2022
Q4 		$286K Buy
+58,690
New +$254K ﹤0.01% 3917

Other funds holding BEAT

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Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

Geode Capital Management's BEAT Position: Q2 2026 in Review

Geode Capital Management increased its Heartbeam (BEAT) stake by 27% in Q2 2026, buying an estimated $91.3K and bringing the position to 479,386 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #3720.

Geode Capital Management first reported a position in BEAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $734K in Q4 2025. 41 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

  • Geode Capital Management held 479,386 shares of Heartbeam worth $360K as of Q2 2026.
  • Geode Capital Management bought 102,174 Heartbeam shares in Q2 2026, an estimated $91.3K.
  • Heartbeam made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3720 holding.
  • Geode Capital Management first reported a position in Heartbeam in Q4 2022 and has held it in 15 quarters since.
  • Geode Capital Management's Heartbeam position peaked at $734K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.