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Principal Securities’s Beam Global BEEM Stock Holding History

Principal Securities’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
Q4 		– Sell
-165
Closed -$475 – 1561
2025
Q3 		$475 Hold
165
– – ﹤0.01% 3542
2025
Q2 		$241 Hold
165
– – ﹤0.01% 3582
2025
Q1 		$523 Hold
165
– – ﹤0.01% 3343
2024
Q4 		$523 Hold
165
– – ﹤0.01% 3337
2024
Q3 		$810 Buy
165
+66
+67% +$361 ﹤0.01% 3180
2024
Q2 		$456 Sell
99
-18
-15% -$107 ﹤0.01% 3217
2024
Q1 		$796 Sell
117
-43
-27% -$293 ﹤0.01% 3075
2023
Q4 		$1.13K Buy
+160
New +$1K ﹤0.01% 2928

Other funds holding BEEM

IWA
Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Principal Securities's BEEM Position: Q4 2025 in Review

Principal Securities sold out of Beam Global (BEEM) in Q4 2025, closing a stake of 165 shares — an estimated $475 sold.

Principal Securities first reported a position in BEEM in Q4 2023 and held it in 8 quarters. The position peaked at $1.13K in Q4 2023. 40 funds tracked by Wall St. Rank hold BEEM as of Q4 2025.

  • Principal Securities reported no remaining Beam Global position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 165 Beam Global shares in Q4 2025, an estimated $475.
  • Principal Securities first reported a position in Beam Global in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Beam Global position peaked at $1.13K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held Beam Global as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.