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Integrated Wealth Concepts’s Beam Global BEEM Stock Holding History

Integrated Wealth Concepts’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 		$7 Buy
+5
New +$8 ﹤0.01% 5892

Other funds holding BEEM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Integrated Wealth Concepts's BEEM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Beam Global (BEEM) in Q2 2026: 5 shares worth $7. The stake represents ﹤0.01% of the portfolio and ranks #5892 among its holdings.

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

  • Integrated Wealth Concepts held 5 shares of Beam Global worth $7 as of Q2 2026.
  • Beam Global was a new Integrated Wealth Concepts position in Q2 2026.
  • Beam Global made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5892 holding.
  • 49 funds tracked by Wall St. Rank held Beam Global as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.