Simplex Trading

Simplex Trading’s Beam Global BEEM Stock Holding History

Simplex Trading’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	$20.2K	Buy	+13,754	New	+$21.7K	﹤0.01%	6775
2025 Q4	–	Sell	-8,737	Closed	-$20.1K	–	8670
2025 Q3	$25K	Buy	8,737 +6,909	+378%	+$16.8K	﹤0.01%	7119
2025 Q2	$2K	Buy	1,828 +971	+113%	+$1.55K	﹤0.01%	8081
2025 Q1	$1K	Sell	857 -11,598	-93%	-$29.9K	﹤0.01%	8151
2024 Q4	$39K	Buy	12,455 +5,953	+92%	+$24.5K	﹤0.01%	6106
2024 Q3	$31K	Buy	+6,502	New	+$35.6K	﹤0.01%	6318
2024 Q2	–	Sell	-8,994	Closed	-$53.5K	–	8903
2024 Q1	$61K	Sell	8,994 -30,406	-77%	-$207K	﹤0.01%	6078
2023 Q4	$279K	Buy	39,400 +31,190	+380%	+$196K	0.01%	4303
2023 Q3	$60K	Sell	8,210 -1,995	-20%	-$18.7K	﹤0.01%	5633
2023 Q2	$105K	Sell	10,205 -4,001	-28%	-$43.8K	﹤0.01%	5022
2023 Q1	$226K	Buy	14,206 +374	+3%	+$6.18K	0.01%	4180
2022 Q4	$241K	Buy	13,832 +13,036	+1,638%	+$195K	0.01%	3999
2022 Q3	$9K	Sell	796 -10,554	-93%	-$152K	﹤0.01%	8298
2022 Q2	$176K	Sell	11,350 -1,393	-11%	-$24K	0.01%	4767
2022 Q1	$260K	Buy	+12,743	New	+$186K	0.01%	4746
2021 Q4	–	Sell	-4,672	Closed	-$127K	–	10551
2021 Q3	$165K	Buy	4,672 +2,145	+85%	+$63.8K	0.01%	5900
2021 Q2	$96K	Buy	+2,527	New	+$83.3K	﹤0.01%	6776

Other funds holding BEEM

Integrity Wealth Advisors Ventura, California $167M AUM 18.33% 1-Year Est. Return

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return