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GHP Investment Advisors’s Heartbeam BEAT Stock Holding History

GHP Investment Advisors’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 		– Sell
-2,500
Closed -$3.05K – 1399
2026
Q1 		$3.05K Buy
+2,500
New +$3.99K ﹤0.01% 965

Other funds holding BEAT

SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GHP Investment Advisors's BEAT Position: Q2 2026 in Review

GHP Investment Advisors sold out of Heartbeam (BEAT) in Q2 2026, closing a stake of 2,500 shares — an estimated $3.05K sold.

GHP Investment Advisors first reported a position in BEAT in Q1 2026 and held it in 1 quarter. The position peaked at $3.05K in Q1 2026. 11 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

  • GHP Investment Advisors reported no remaining Heartbeam position as of Q2 2026 after selling out during the quarter.
  • GHP Investment Advisors sold 2,500 Heartbeam shares in Q2 2026, an estimated $3.05K.
  • GHP Investment Advisors first reported a position in Heartbeam in Q1 2026 and held it in 1 quarter.
  • GHP Investment Advisors's Heartbeam position peaked at $3.05K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.