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SMART Wealth’s Heartbeam BEAT Stock Holding History

SMART Wealth’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,000
Closed -$19.8K – 192
2025
Q3 		$19.8K Hold
12,000
– – 0.01% 141
2025
Q2 		$15K Hold
12,000
– – ﹤0.01% 168
2025
Q1 		$24.1K Sell
12,000
-12,983
-52% -$27.7K 0.01% 153
2024
Q4 		$57.5K Buy
24,983
+12,000
+92% +$30.2K 0.02% 146
2024
Q3 		$30.1K Hold
12,983
– – 0.01% 140
2024
Q2 		$33.4K Hold
12,983
– – 0.01% 125
2024
Q1 		$28.3K Hold
12,983
– – 0.01% 118
2023
Q4 		$30.5K Hold
12,983
– – 0.02% 81
2023
Q3 		$27.9K Hold
12,983
– – 0.02% 71
2023
Q2 		$31.3K Buy
+12,983
New +$29.9K 0.02% 81

Other funds holding BEAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $1.99B AUM 25.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SMART Wealth's BEAT Position: Q4 2025 in Review

SMART Wealth sold out of Heartbeam (BEAT) in Q4 2025, closing a stake of 12,000 shares — an estimated $19.8K sold.

SMART Wealth first reported a position in BEAT in Q2 2023 and held it in 10 quarters. The position peaked at $57.5K in Q4 2024. 41 funds tracked by Wall St. Rank hold BEAT as of Q4 2025.

  • SMART Wealth reported no remaining Heartbeam position as of Q4 2025 after selling out during the quarter.
  • SMART Wealth sold 12,000 Heartbeam shares in Q4 2025, an estimated $19.8K.
  • SMART Wealth first reported a position in Heartbeam in Q2 2023 and held it in 10 quarters.
  • SMART Wealth's Heartbeam position peaked at $57.5K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Heartbeam as of Q4 2025.

Based on SMART Wealth's 13F filing for Q4 2025, filed 26 Jan 2026.