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Integrity Wealth Advisors’s Beam Global BEEM Stock Holding History

Integrity Wealth Advisors’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
Q1 		$1.23M Buy
837,388
+94,643
+13% +$149K 0.74% 25
2025
Q4 		$1.11M Sell
742,745
-540,132
-42% -$1.24M 0.78% 25
2025
Q3 		$2.9M Buy
1,282,877
+565,398
+79% +$1.37M 1.04% 17
2025
Q2 		$1.05M Buy
717,479
+23,789
+3% +$38K 0.73% 22
2025
Q1 		$1.42M Sell
693,690
-101,349
-13% -$261K 1.04% 15
2024
Q4 		$2.52M Buy
+795,039
New +$3.27M 1.85% 11

Other funds holding BEEM

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
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Susquehanna International Group
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VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return