Newbridge Financial Services Group’s Beam Global BEEM Stock Holding History

Newbridge Financial Services Group’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 Q2	$2.6K	Hold	2,000	–	–	﹤0.01%	1045
2026 Q1	$2.94K	Hold	2,000	–	–	﹤0.01%	985
2025 Q4	$3K	Hold	2,000	–	–	﹤0.01%	977
2025 Q3	$5.76K	Sell	2,000 -34	-2%	-$82	﹤0.01%	1001
2025 Q2	$2.97K	Hold	2,034	–	–	﹤0.01%	1099
2025 Q1	$4.15K	Hold	2,034	–	–	﹤0.01%	820
2024 Q4	$6.45K	Buy	2,034 +34	+2%	+$140	﹤0.01%	822
2024 Q3	$9.82K	Hold	2,000	–	–	﹤0.01%	431
2024 Q2	$9.22K	Hold	2,000	–	–	﹤0.01%	725
2024 Q1	$13.6K	Hold	2,000	–	–	0.01%	696
2023 Q4	$14.2K	Hold	2,000	–	–	0.01%	666
2023 Q3	$14.8K	Hold	2,000	–	–	0.01%	717
2023 Q2	$20.7K	Hold	2,000	–	–	0.01%	690
2023 Q1	$31.8K	Hold	2,000	–	–	0.02%	575
2022 Q4	$34.9K	Hold	2,000	–	–	0.02%	552
2022 Q3	$24K	Hold	2,000	–	–	0.01%	640
2022 Q2	$31K	Buy	+2,000	New	+$34.4K	0.02%	517
2021 Q3	–	Sell	-12	Closed	–	–	1393
2021 Q2	$0	Buy	+12	New	+$395	﹤0.01%	1437
2021 Q1	–	Sell	-250	Closed	-$18K	–	1385
2020 Q4	$18K	Buy	+250	New	+$6.93K	0.01%	563

Other funds holding BEEM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Newbridge Financial Services Group's BEEM Position: Q2 2026 in Review

Newbridge Financial Services Group held its Beam Global (BEEM) position steady in Q2 2026 at 2,000 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Newbridge Financial Services Group first reported a position in BEEM in Q4 2020 and has held it in 19 quarters since. The position peaked at $34.9K in Q4 2022. 49 funds tracked by Wall St. Rank hold BEEM as of Q2 2026.

Newbridge Financial Services Group held 2,000 shares of Beam Global worth $2.6K as of Q2 2026.
Newbridge Financial Services Group left its Beam Global share count unchanged in Q2 2026.
Beam Global made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1045 holding.
Newbridge Financial Services Group first reported a position in Beam Global in Q4 2020 and has held it in 19 quarters since.
Newbridge Financial Services Group's Beam Global position peaked at $34.9K in Q4 2022.
49 funds tracked by Wall St. Rank held Beam Global as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.