SageView Advisory Group’s Beam Global BEEM Stock Holding History

SageView Advisory Group’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
2026 Q1	–	Sell	-96	Closed	-$144	–	775
2025 Q4	$144	Buy	+96	New	+$221	﹤0.01%	2527

Other funds holding BEEM

IWA

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

SageView Advisory Group's BEEM Position: Q1 2026 in Review

SageView Advisory Group sold out of Beam Global (BEEM) in Q1 2026, closing a stake of 96 shares — an estimated $144 sold.

SageView Advisory Group first reported a position in BEEM in Q4 2025 and held it in 1 quarter. The position peaked at $144 in Q4 2025. 42 funds tracked by Wall St. Rank hold BEEM as of Q1 2026.

SageView Advisory Group reported no remaining Beam Global position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 96 Beam Global shares in Q1 2026, an estimated $144.
SageView Advisory Group first reported a position in Beam Global in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Beam Global position peaked at $144 in Q4 2025.
42 funds tracked by Wall St. Rank held Beam Global as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.