Innovative Advisory Group, LLC’s Beam Global BEEM Stock Holding History

Innovative Advisory Group, LLC’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	–	Sell	-4,000	Closed	-$6K	–	57
2025 Q4	$6K	Hold	4,000	–	–	﹤0.01%	150
2025 Q3	$11.5K	Hold	4,000	–	–	0.01%	134
2025 Q2	$5.84K	Hold	4,000	–	–	﹤0.01%	149
2025 Q1	$8.16K	Hold	4,000	–	–	0.01%	112
2024 Q4	$12.7K	Buy	+4,000	New	+$16.4K	0.01%	98

Other funds holding BEEM

IWA

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return

Innovative Advisory Group, LLC's BEEM Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Beam Global (BEEM) in Q1 2026, closing a stake of 4,000 shares — an estimated $6K sold.

Innovative Advisory Group, LLC first reported a position in BEEM in Q4 2024 and held it in 5 quarters. The position peaked at $12.7K in Q4 2024. 42 funds tracked by Wall St. Rank hold BEEM as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining Beam Global position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 4,000 Beam Global shares in Q1 2026, an estimated $6K.
Innovative Advisory Group, LLC first reported a position in Beam Global in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's Beam Global position peaked at $12.7K in Q4 2024.
42 funds tracked by Wall St. Rank held Beam Global as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.