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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Geode Capital Management's BEAT Position: Q1 2026 in Review

Geode Capital Management increased its Heartbeam (BEAT) stake by 23% in Q1 2026, buying an estimated $114K and bringing the position to 377,212 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #3614.

Geode Capital Management first reported a position in BEAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $734K in Q4 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • Geode Capital Management held 377,212 shares of Heartbeam worth $460K as of Q1 2026.
  • Geode Capital Management bought 71,472 Heartbeam shares in Q1 2026, an estimated $114K.
  • Heartbeam made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #3614 holding.
  • Geode Capital Management first reported a position in Heartbeam in Q4 2022 and has held it in 14 quarters since.
  • Geode Capital Management's Heartbeam position peaked at $734K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.