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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 		$404K Sell
275,000
-266,500
-49% -$420K 0.24% 49
2025
Q4 		$812K Buy
541,500
+436,900
+418% +$1M 0.55% 34
2025
Q3 		$301K Buy
+104,600
New +$254K 0.11% 61
2025
Q1 		– Sell
-80,000
Closed -$254K – 61
2024
Q4 		$254K Buy
+80,000
New +$329K 0.18% 53

Other funds holding BEEM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
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

Integrity Wealth Advisors's BEEM Position: Q1 2026 in Review

Integrity Wealth Advisors increased its Beam Global (BEEM) stake by 13% in Q1 2026, buying an estimated $149K and bringing the position to 837,388 shares worth $1.23M. The position accounts for 0.73% of the portfolio, ranked #25.

Integrity Wealth Advisors first reported a position in BEEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.9M in Q3 2025. 42 funds tracked by Wall St. Rank hold BEEM as of Q1 2026.

  • Integrity Wealth Advisors held 837,388 shares of Beam Global worth $1.23M as of Q1 2026.
  • Integrity Wealth Advisors bought 94,643 Beam Global shares in Q1 2026, an estimated $149K.
  • Beam Global made up 0.73% of Integrity Wealth Advisors's portfolio in Q1 2026, its #25 holding.
  • Integrity Wealth Advisors first reported a position in Beam Global in Q4 2024 and has held it in 6 quarters since.
  • Integrity Wealth Advisors's Beam Global position peaked at $2.9M in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Beam Global as of Q1 2026.

Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.