Lebenthal Global Advisors
BEEM icon

Lebenthal Global Advisors’s Beam Global BEEM Stock Holding History

Lebenthal Global 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
Q3 		$11.3K Buy
+10,000
New +$12.3K ﹤0.01% 198

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Virtue Capital Management
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StoneX Group
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Green Alpha Advisors
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
RS
R Squared Central, Hong Kong $188M AUM 18.2% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Lebenthal Global Advisors's BEEM Position: Q3 2026 in Review

Lebenthal Global Advisors opened a new position in Beam Global (BEEM) in Q3 2026: 10,000 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #198 among its holdings.

21 funds tracked by Wall St. Rank hold BEEM as of Q3 2026.

  • Lebenthal Global Advisors held 10,000 shares of Beam Global worth $11.3K as of Q3 2026.
  • Beam Global was a new Lebenthal Global Advisors position in Q3 2026.
  • Beam Global made up ﹤0.01% of Lebenthal Global Advisors's portfolio in Q3 2026, its #198 holding.
  • 21 funds tracked by Wall St. Rank held Beam Global as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.