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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
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

IWA
Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 1-Year Est. Return
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

Newbridge Financial Services Group's BEEM Position: Q1 2026 in Review

Newbridge Financial Services Group held its Beam Global (BEEM) position steady in Q1 2026 at 2,000 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Newbridge Financial Services Group first reported a position in BEEM in Q4 2020 and has held it in 18 quarters since. The position peaked at $34.9K in Q4 2022. 42 funds tracked by Wall St. Rank hold BEEM as of Q1 2026.

  • Newbridge Financial Services Group held 2,000 shares of Beam Global worth $2.94K as of Q1 2026.
  • Newbridge Financial Services Group left its Beam Global share count unchanged in Q1 2026.
  • Beam Global made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #985 holding.
  • Newbridge Financial Services Group first reported a position in Beam Global in Q4 2020 and has held it in 18 quarters since.
  • Newbridge Financial Services Group's Beam Global position peaked at $34.9K in Q4 2022.
  • 42 funds tracked by Wall St. Rank held Beam Global as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.