Private Wealth Management Group’s Beam Therapeutics BEAM Stock Holding History

Private Wealth Management Group’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 Q3	$563	Hold	23	–	–	﹤0.01%	1425
2026 Q2	$790	Hold	23	–	–	﹤0.01%	1337
2026 Q1	$549	Hold	23	–	–	﹤0.01%	1368
2025 Q4	$638	Hold	23	–	–	﹤0.01%	1361
2025 Q3	$559	Hold	23	–	–	﹤0.01%	1410
2025 Q2	$392	Sell	23 -42	-65%	-$731	﹤0.01%	1436
2025 Q1	$1.27K	Hold	65	–	–	﹤0.01%	1203
2024 Q4	$1.61K	Hold	65	–	–	﹤0.01%	1163
2024 Q3	$1.59K	Sell	65 -34	-34%	-$878	﹤0.01%	1149
2024 Q2	$2.32K	Hold	99	–	–	﹤0.01%	994
2024 Q1	$3.27K	Hold	99	–	–	﹤0.01%	779
2023 Q4	$2.7K	Buy	+99	New	+$2.46K	﹤0.01%	849

Other funds holding BEAM

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Yorktown Management & Research Company Forest, Virginia $150M AUM 39.02% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Private Wealth Management Group's BEAM Position: Q3 2026 in Review

Private Wealth Management Group held its Beam Therapeutics (BEAM) position steady in Q3 2026 at 23 shares worth $563. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Private Wealth Management Group first reported a position in BEAM in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.27K in Q1 2024. 40 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

Private Wealth Management Group held 23 shares of Beam Therapeutics worth $563 as of Q3 2026.
Private Wealth Management Group left its Beam Therapeutics share count unchanged in Q3 2026.
Beam Therapeutics made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1425 holding.
Private Wealth Management Group first reported a position in Beam Therapeutics in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Beam Therapeutics position peaked at $3.27K in Q1 2024.
40 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.