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Physician Wealth Advisors’s Beam Therapeutics BEAM Stock Holding History

Physician Wealth Advisors’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
Q2 		$721 Buy
+21
New +$634 ﹤0.01% 1949

Other funds holding BEAM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
BFS
Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Physician Wealth Advisors's BEAM Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Beam Therapeutics (BEAM) in Q2 2026: 21 shares worth $721. The stake represents ﹤0.01% of the portfolio and ranks #1949 among its holdings.

21 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Physician Wealth Advisors held 21 shares of Beam Therapeutics worth $721 as of Q2 2026.
  • Beam Therapeutics was a new Physician Wealth Advisors position in Q2 2026.
  • Beam Therapeutics made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1949 holding.
  • 21 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.