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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 $167M 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 $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TC
T3 Companies New York $73.3M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return