SPIA
BEEM icon

Steward Partners Investment Advisory’s Beam Global BEEM Stock Holding History

Steward Partners Investment Advisory’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
2025
Q4 		– Sell
-600
Closed -$1.73K – 4326
2025
Q3 		$1.73K Buy
+600
New +$1.46K ﹤0.01% 3958
2020
Q4 		– Sell
-800
Closed -$10K – 2876
2020
Q3 		$10K Buy
+800
New +$10.1K ﹤0.01% 2127

Other funds holding BEEM

IWA
Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TC
T3 Companies New York $76.8M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Steward Partners Investment Advisory's BEEM Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Beam Global (BEEM) in Q4 2025, closing a stake of 600 shares — an estimated $1.73K sold.

Steward Partners Investment Advisory first reported a position in BEEM in Q3 2020 and held it in 2 quarters. The position peaked at $10K in Q3 2020. 40 funds tracked by Wall St. Rank hold BEEM as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Beam Global position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 600 Beam Global shares in Q4 2025, an estimated $1.73K.
  • Steward Partners Investment Advisory first reported a position in Beam Global in Q3 2020 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Beam Global position peaked at $10K in Q3 2020.
  • 40 funds tracked by Wall St. Rank held Beam Global as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.