Princeton Global Asset Management’s Beam Global BEEM Stock Holding History

Princeton Global Asset Management’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
2025 Q1	–	Sell	-150	Closed	-$476	–	608
2024 Q4	$476	Hold	150	–	–	﹤0.01%	638
2024 Q3	$737	Hold	150	–	–	﹤0.01%	637
2024 Q2	$692	Hold	150	–	–	﹤0.01%	640
2024 Q1	$1.02K	Hold	150	–	–	﹤0.01%	558
2023 Q4	$1.06K	Hold	150	–	–	﹤0.01%	597
2023 Q3	$1.11K	Hold	150	–	–	﹤0.01%	537
2023 Q2	$1.55K	Hold	150	–	–	﹤0.01%	528
2023 Q1	$2.39K	Hold	150	–	–	﹤0.01%	513
2022 Q4	$3K	Hold	150	–	–	﹤0.01%	488
2022 Q3	$2K	Hold	150	–	–	﹤0.01%	496
2022 Q2	$2K	Sell	150 -170	-53%	-$2.93K	﹤0.01%	507
2022 Q1	$7K	Sell	320 -450	-58%	-$6.57K	﹤0.01%	475
2021 Q4	$14K	Hold	770	–	–	﹤0.01%	368
2021 Q3	$21K	Hold	770	–	–	0.01%	334
2021 Q2	$29K	Hold	770	–	–	0.01%	306
2021 Q1	$33K	Buy	770 +270	+54%	+$14.2K	0.01%	268
2020 Q4	$37K	Buy	+500	New	+$13.9K	0.01%	266

Other funds holding BEEM

IWA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Princeton Global Asset Management's BEEM Position: Q1 2025 in Review

Princeton Global Asset Management sold out of Beam Global (BEEM) in Q1 2025, closing a stake of 150 shares — an estimated $476 sold.

Princeton Global Asset Management first reported a position in BEEM in Q4 2020 and held it in 17 quarters. The position peaked at $37K in Q4 2020. 43 funds tracked by Wall St. Rank hold BEEM as of Q1 2025.

Princeton Global Asset Management reported no remaining Beam Global position as of Q1 2025 after selling out during the quarter.
Princeton Global Asset Management sold 150 Beam Global shares in Q1 2025, an estimated $476.
Princeton Global Asset Management first reported a position in Beam Global in Q4 2020 and held it in 17 quarters.
Princeton Global Asset Management's Beam Global position peaked at $37K in Q4 2020.
43 funds tracked by Wall St. Rank held Beam Global as of Q1 2025.

Based on Princeton Global Asset Management's 13F filing for Q1 2025, filed 11 Apr 2025.