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Shufro Rose & Co’s Beam Global BEEM Stock Holding History

Shufro Rose & Co’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 		$22.1K Hold
15,000
– – ﹤0.01% 306
2025
Q4 		$22.5K Hold
15,000
– – ﹤0.01% 299
2025
Q3 		$30.6K Hold
15,000
– – ﹤0.01% 314
2025
Q2 		$30.6K Hold
15,000
– – ﹤0.01% 310
2025
Q1 		$30.6K Buy
+15,000
New +$38.6K ﹤0.01% 312
2024
Q4 		– Sell
-10,000
Closed -$46.1K – 300
2024
Q3 		$46.1K Hold
10,000
– – ﹤0.01% 308
2024
Q2 		$46.1K Hold
10,000
– – ﹤0.01% 308
2024
Q1 		$68K Buy
+10,000
New +$68.2K 0.01% 305

Other funds holding BEEM

IWA
Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
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
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Shufro Rose & Co's BEEM Position: Q1 2026 in Review

Shufro Rose & Co held its Beam Global (BEEM) position steady in Q1 2026 at 15,000 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Shufro Rose & Co first reported a position in BEEM in Q1 2024 and has held it in 8 quarters since. The position peaked at $68K in Q1 2024. 42 funds tracked by Wall St. Rank hold BEEM as of Q1 2026.

  • Shufro Rose & Co held 15,000 shares of Beam Global worth $22.1K as of Q1 2026.
  • Shufro Rose & Co left its Beam Global share count unchanged in Q1 2026.
  • Beam Global made up ﹤0.01% of Shufro Rose & Co's portfolio in Q1 2026, its #306 holding.
  • Shufro Rose & Co first reported a position in Beam Global in Q1 2024 and has held it in 8 quarters since.
  • Shufro Rose & Co's Beam Global position peaked at $68K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held Beam Global as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.