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Sunbelt Securities’s Beam Global BEEM Stock Holding History

Sunbelt Securities’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
Q3 		– Sell
-200
Closed -$634 – 2711
2025
Q2 		$634 Buy
+200
New +$319 ﹤0.01% 1695
2025
Q1 		– Sell
-200
Closed -$648 – 1803
2024
Q4 		$648 Hold
200
– – ﹤0.01% 1697
2024
Q3 		$982 Hold
200
– – ﹤0.01% 1683
2024
Q2 		$922 Hold
200
– – ﹤0.01% 1621
2024
Q1 		$1.36K Hold
200
– – ﹤0.01% 1558
2023
Q4 		$1.42K Hold
200
– – ﹤0.01% 1505
2023
Q3 		$1.48K Hold
200
– – ﹤0.01% 1527
2023
Q2 		$2.07K Hold
200
– – ﹤0.01% 1444
2023
Q1 		$2.89K Buy
+200
New +$3.31K ﹤0.01% 1383

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
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sunbelt Securities's BEEM Position: Q3 2025 in Review

Sunbelt Securities sold out of Beam Global (BEEM) in Q3 2025, closing a stake of 200 shares — an estimated $634 sold.

Sunbelt Securities first reported a position in BEEM in Q1 2023 and held it in 9 quarters. The position peaked at $2.89K in Q1 2023. 44 funds tracked by Wall St. Rank hold BEEM as of Q3 2025.

  • Sunbelt Securities reported no remaining Beam Global position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 200 Beam Global shares in Q3 2025, an estimated $634.
  • Sunbelt Securities first reported a position in Beam Global in Q1 2023 and held it in 9 quarters.
  • Sunbelt Securities's Beam Global position peaked at $2.89K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Beam Global as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.