JNBA Financial Advisors’s Beam Global BEEM Stock Holding History

JNBA Financial 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	$5.88K	Buy	+4,000	New	+$6.3K	﹤0.01%	575
2025 Q4	–	Sell	-4,000	Closed	-$11.5K	–	799
2025 Q3	$11.5K	Hold	4,000	–	–	﹤0.01%	458
2025 Q2	$5.84K	Hold	4,000	–	–	﹤0.01%	528
2025 Q1	$8.16K	Hold	4,000	–	–	﹤0.01%	481
2024 Q4	$12.7K	Hold	4,000	–	–	﹤0.01%	433
2024 Q3	$19.6K	Hold	4,000	–	–	﹤0.01%	396
2024 Q2	$18.4K	Hold	4,000	–	–	﹤0.01%	391
2024 Q1	$27.2K	Hold	4,000	–	–	﹤0.01%	357
2023 Q4	$28.4K	Hold	4,000	–	–	﹤0.01%	350
2023 Q3	$29.5K	Hold	4,000	–	–	﹤0.01%	340
2023 Q2	$41.4K	Hold	4,000	–	–	0.01%	305
2023 Q1	$63.6K	Hold	4,000	–	–	0.01%	264
2022 Q4	$69.9K	Hold	4,000	–	–	0.01%	258
2022 Q3	$49K	Hold	4,000	–	–	0.01%	275
2022 Q2	$62K	Hold	4,000	–	–	0.01%	257
2022 Q1	$82K	Buy	+4,000	New	+$58.4K	0.01%	247

Other funds holding BEEM

Integrity Wealth Advisors Ventura, California $167M AUM 18.33% 1-Year Est. Return

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return