IFWM
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Institute for Wealth Management’s Beam Global BEEM Stock Holding History

Institute for 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
2026
Q2 		$104 Buy
+80
New +$123 ﹤0.01% 1738

Other funds holding BEEM

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Institute for Wealth Management's BEEM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Beam Global (BEEM) in Q2 2026: 80 shares worth $104. The stake represents ﹤0.01% of the portfolio and ranks #1738 among its holdings.

7 funds tracked by Wall St. Rank hold BEEM as of Q2 2026.

  • Institute for Wealth Management held 80 shares of Beam Global worth $104 as of Q2 2026.
  • Beam Global was a new Institute for Wealth Management position in Q2 2026.
  • Beam Global made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1738 holding.
  • 7 funds tracked by Wall St. Rank held Beam Global as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.