Next Level Wealth Planning’s Beam Therapeutics BEAM Stock Holding History

Next Level Wealth Planning’s Portfolio BEAM Stock Details BEAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.69K	Buy	+151	New	+$4.2K	﹤0.01%	411

Other funds holding BEAM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Next Level Wealth Planning's BEAM Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Beam Therapeutics (BEAM) in Q3 2026: 151 shares worth $3.69K. The stake represents ﹤0.01% of the portfolio and ranks #411 among its holdings.

96 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

Next Level Wealth Planning held 151 shares of Beam Therapeutics worth $3.69K as of Q3 2026.
Beam Therapeutics was a new Next Level Wealth Planning position in Q3 2026.
Beam Therapeutics made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #411 holding.
96 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.