HWM
BEAT icon

HB Wealth Management’s Heartbeam BEAT Stock Holding History

HB Wealth 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 		$7.5K Hold
10,000
– – ﹤0.01% 1711
2026
Q1 		$12.2K Hold
10,000
– – ﹤0.01% 1540
2025
Q4 		$24K Buy
+10,000
New +$17.2K ﹤0.01% 1389

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

HB Wealth Management's BEAT Position: Q2 2026 in Review

HB Wealth Management held its Heartbeam (BEAT) position steady in Q2 2026 at 10,000 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

HB Wealth Management first reported a position in BEAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $24K in Q4 2025. 42 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

  • HB Wealth Management held 10,000 shares of Heartbeam worth $7.5K as of Q2 2026.
  • HB Wealth Management left its Heartbeam share count unchanged in Q2 2026.
  • Heartbeam made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1711 holding.
  • HB Wealth Management first reported a position in Heartbeam in Q4 2025 and has held it in 3 quarters since.
  • HB Wealth Management's Heartbeam position peaked at $24K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.