SteelPeak Wealth’s Beam Therapeutics BEAM Stock Holding History

SteelPeak Wealth’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 Q2	$258K	Sell	7,519 -22,185	-75%	-$670K	0.01%	564
2026 Q1	$708K	Buy	29,704 +13,417	+82%	+$372K	0.02%	343
2025 Q4	$451K	Buy	+16,287	New	+$416K	0.01%	369
2025 Q3	–	Sell	-22,962	Closed	-$391K	–	592
2025 Q2	$391K	Buy	+22,962	New	+$400K	0.02%	386
2024 Q4	–	Sell	-17,355	Closed	-$425K	–	573
2024 Q3	$425K	Sell	17,355 -440	-2%	-$11.4K	0.02%	339
2024 Q2	$417K	Buy	17,795 +10,290	+137%	+$253K	0.02%	335
2024 Q1	$248K	Buy	+7,505	New	+$234K	0.01%	392
2023 Q3	–	Sell	-9,359	Closed	-$299K	–	451
2023 Q2	$299K	Sell	9,359 -1,028	-10%	-$33.4K	0.02%	325
2023 Q1	$318K	Buy	+10,387	New	+$410K	0.02%	294
2022 Q3	–	Sell	-8,109	Closed	-$314K	–	401
2022 Q2	$314K	Buy	8,109 +412	+5%	+$16.4K	0.02%	314
2022 Q1	$441K	Buy	+7,697	New	+$505K	0.03%	308

Other funds holding BEAM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

BFS

Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

SteelPeak Wealth's BEAM Position: Q2 2026 in Review

SteelPeak Wealth reduced its Beam Therapeutics (BEAM) stake by 75% in Q2 2026, selling an estimated $670K and leaving 7,519 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #564.

SteelPeak Wealth first reported a position in BEAM in Q1 2022 and has held it in 11 quarters since. The position peaked at $708K in Q1 2026. 14 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

SteelPeak Wealth held 7,519 shares of Beam Therapeutics worth $258K as of Q2 2026.
SteelPeak Wealth sold 22,185 Beam Therapeutics shares in Q2 2026, an estimated $670K.
Beam Therapeutics made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #564 holding.
SteelPeak Wealth first reported a position in Beam Therapeutics in Q1 2022 and has held it in 11 quarters since.
SteelPeak Wealth's Beam Therapeutics position peaked at $708K in Q1 2026.
14 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.