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Litman Gregory Wealth Management’s Heartbeam BEAT Stock Holding History

Litman Gregory Wealth Management’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$960 Buy
+400
New +$686 ﹤0.01% 321

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SSWM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Litman Gregory Wealth Management's BEAT Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Heartbeam (BEAT) in Q4 2025: 400 shares worth $960. The stake represents ﹤0.01% of the portfolio and ranks #321 among its holdings.

41 funds tracked by Wall St. Rank hold BEAT as of Q4 2025.

  • Litman Gregory Wealth Management held 400 shares of Heartbeam worth $960 as of Q4 2025.
  • Heartbeam was a new Litman Gregory Wealth Management position in Q4 2025.
  • Heartbeam made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #321 holding.
  • 41 funds tracked by Wall St. Rank held Heartbeam as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.