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PFG Investments’s Beam Global BEEM Stock Holding History

PFG Investments’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 		$16.1K Sell
12,363
-5,305
-30% -$8.14K ﹤0.01% 1285
2026
Q1 		$26K Sell
17,668
-3,780
-18% -$5.95K ﹤0.01% 1176
2025
Q4 		$32.2K Buy
21,448
+1,870
+10% +$4.3K ﹤0.01% 1130
2025
Q3 		$56.4K Hold
19,578
– – ﹤0.01% 1081
2025
Q2 		$28.6K Sell
19,578
-300
-2% -$479 ﹤0.01% 1021
2025
Q1 		$40.6K Sell
19,878
-4,373
-18% -$11.3K ﹤0.01% 979
2024
Q4 		$76.9K Hold
24,251
– – ﹤0.01% 960
2024
Q3 		$119K Hold
24,251
– – 0.01% 935
2024
Q2 		$112K Buy
24,251
+1,200
+5% +$7.14K 0.01% 869
2024
Q1 		$157K Buy
23,051
+11,348
+97% +$77.3K 0.01% 941
2023
Q4 		$83K Sell
11,703
-864
-7% -$5.42K 0.02% 466
2023
Q3 		$92.7K Hold
12,567
– – 0.02% 481
2023
Q2 		$130K Buy
12,567
+700
+6% +$7.66K 0.02% 481
2023
Q1 		$189K Buy
+11,867
New +$196K 0.04% 443

Other funds holding BEEM

APW
Allied Private Wealth Boca Raton, Florida $156M AUM
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

PFG Investments's BEEM Position: Q2 2026 in Review

PFG Investments reduced its Beam Global (BEEM) stake by 30% in Q2 2026, selling an estimated $8.14K and leaving 12,363 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

PFG Investments first reported a position in BEEM in Q1 2023 and has held it in 14 quarters since. The position peaked at $189K in Q1 2023. 7 funds tracked by Wall St. Rank hold BEEM as of Q2 2026.

  • PFG Investments held 12,363 shares of Beam Global worth $16.1K as of Q2 2026.
  • PFG Investments sold 5,305 Beam Global shares in Q2 2026, an estimated $8.14K.
  • Beam Global made up ﹤0.01% of PFG Investments's portfolio in Q2 2026, its #1285 holding.
  • PFG Investments first reported a position in Beam Global in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Beam Global position peaked at $189K in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Beam Global as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.